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 | $44,781 | $148,629-69.9% | $135,982-67.1% | $139,487-67.9% |
| Participation rate | 9.5% | 83.9%-74.3pp | 81.9%-72.4pp | 80.3%-70.8pp |
| Annual return | 13.75% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $849 | $8,102-89.5% | $7,760-89.1% | $6,713-87.3% |
| Admin fee / account holder | $10,684 | $12,406-13.9% | $10,767-0.8% | $11,407-6.3% |