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 | $38,082 | $91,559-58.4% | $133,971-71.6% | $79,852-52.3% |
| Participation rate | 27.1% | 73.3%-46.2pp | 79.8%-52.7pp | 69.6%-42.5pp |
| Annual return | 32.46% | 61.85%-29.4pp | 45.09%-12.6pp | 31.72%+0.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $815 | $3,734-78.2% | $5,047-83.9% | $3,740-78.2% |
| Admin fee / account holder | $3,086 | $6,321-51.2% | $8,929-65.4% | $5,306-41.8% |