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 | $42,006 | $124,330-66.2% | $109,173-61.5% | $167,536-74.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 15.59% | 26.04%-10.5pp | 25.75%-10.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $948 | $4,209-77.5% | $3,723-74.5% | $4,839-80.4% |
| Participant deferral / active EE | $988 | $5,256-81.2% | $4,654-78.8% | $6,342-84.4% |
| Admin fee / account holder | $9,882 | $7,974+23.9% | $6,755+46.3% | $12,315-19.8% |