Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,964 | $208,088-78.4% | $186,193-75.9% | $154,746-70.9% |
| Participation rate | 23.5% | 80.0%-56.5pp | 77.1%-53.6pp | 80.7%-57.2pp |
| Annual return | 12.29% | 89.97%-77.7pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $447 | $4,340-89.7% | $3,918-88.6% | $4,379-89.8% |
| Participant deferral / active EE | $1,054 | $7,078-85.1% | $6,513-83.8% | $6,730-84.3% |
| Admin fee / account holder | $11,848 | $11,698+1.3% | $11,058+7.1% | $14,365-17.5% |