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 | $47,978 | $80,985-40.8% | $96,576-50.3% | $75,181-36.2% |
| Participation rate | 32.3% | 71.8%-39.5pp | 76.0%-43.7pp | 67.2%-34.9pp |
| Annual return | 17.18% | 27.05%-9.9pp | 25.87%-8.7pp | 160.69%-143.5pp |
| Employer contribution / active EE | $2,212 | $2,282-3.1% | $2,965-25.4% | $2,671-17.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $555 | $6,719-91.7% | $8,253-93.3% | $5,650-90.2% |