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 | $44,679 | $79,955-44.1% | $98,450-54.6% | $75,181-40.6% |
| Participation rate | 58.9% | 70.4%-11.4pp | 75.2%-16.2pp | 67.2%-8.3pp |
| Annual return | 15.54% | 19.75%-4.2pp | 21.16%-5.6pp | 160.69%-145.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,542 | $3,752-58.9% | $4,739-67.5% | $4,126-62.6% |
| Admin fee / account holder | $2,489 | $6,841-63.6% | $8,961-72.2% | $5,650-55.9% |