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 | $34,923 | $185,856-81.2% | $170,028-79.5% | $139,456-75.0% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 13.77% | 60.52%-46.7pp | 53.39%-39.6pp | 373.45%-359.7pp |
| Employer contribution / active EE | $1,733 | $7,593-77.2% | $6,788-74.5% | $4,753-63.5% |
| Participant deferral / active EE | $2,285 | $11,623-80.3% | $10,409-78.0% | $6,711-66.0% |
| Admin fee / account holder | $9,901 | $15,387-35.7% | $12,820-22.8% | $11,407-13.2% |