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 | $28,151 | $157,296-82.1% | $141,191-80.1% | $152,897-81.6% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.5%-34.8pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,504 | $5,262-71.4% | $4,736-68.2% | $4,764-68.4% |
| Participant deferral / active EE | $1,892 | $7,111-73.4% | $6,710-71.8% | $5,851-67.7% |
| Admin fee / account holder | $29,189 | $12,125+140.7% | $10,264+184.4% | $11,599+151.6% |