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 | $47,412 | $180,749-73.8% | $160,784-70.5% | $137,256-65.5% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 15.17% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $607 | $4,155-85.4% | $3,733-83.7% | $4,156-85.4% |
| Participant deferral / active EE | $1,033 | $6,844-84.9% | $6,293-83.6% | $6,407-83.9% |
| Admin fee / account holder | $7,930 | $10,397-23.7% | $9,717-18.4% | $12,270-35.4% |