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 | $39,858 | $103,393-61.4% | $87,103-54.2% | $152,909-73.9% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.9%-15.0pp | 82.5%-20.6pp |
| Annual return | 19.06% | 28.10%-9.0pp | 28.19%-9.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,342 | $4,778-71.9% | $4,049-66.9% | $5,851-77.1% |
| Admin fee / account holder | $2,596 | $12,195-78.7% | $7,491-65.3% | $11,601-77.6% |