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 | $34,008 | $98,760-65.6% | $149,715-77.3% | $79,858-57.4% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.6%-20.6pp |
| Annual return | 15.54% | 27.43%-11.9pp | 276.66%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,084 | $3,217-66.3% | $4,645-76.7% | $2,471-56.1% |
| Participant deferral / active EE | $2,345 | $5,681-58.7% | $6,842-65.7% | $3,740-37.3% |
| Admin fee / account holder | $2,033 | $6,053-66.4% | $9,310-78.2% | $5,306-61.7% |