Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,487 | $139,948-62.5% | $121,663-56.9% | $154,746-66.1% |
| Participation rate | 35.3% | 78.0%-42.7pp | 74.5%-39.2pp | 80.7%-45.4pp |
| Annual return | 10.94% | 230.52%-219.6pp | 147.54%-136.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,165 | $5,629-79.3% | $4,887-76.2% | $6,730-82.7% |
| Admin fee / account holder | $698 | $17,321-96.0% | $14,289-95.1% | $14,365-95.1% |