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 | $30,726 | $173,340-82.3% | $136,007-77.4% | $145,959-78.9% |
| Participation rate | 30.0% | 80.5%-50.5pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 18.33% | 1163.32%-1145.0pp | 579.32%-561.0pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,035 | $5,275-80.4% | $4,215-75.4% | $4,661-77.8% |
| Participant deferral / active EE | $1,791 | $8,699-79.4% | $7,024-74.5% | $6,689-73.2% |
| Admin fee / account holder | $6,274 | $9,954-37.0% | $6,858-8.5% | $13,398-53.2% |