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 | $39,019 | $175,257-77.7% | $149,717-73.9% | $139,456-72.0% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 11.38% | 166.70%-155.3pp | 134.41%-123.0pp | 373.45%-362.1pp |
| Employer contribution / active EE | $1,202 | $5,477-78.1% | $4,820-75.1% | $4,753-74.7% |
| Participant deferral / active EE | $1,878 | $6,521-71.2% | $5,682-67.0% | $6,711-72.0% |
| Admin fee / account holder | $19,798 | $16,156+22.5% | $13,213+49.8% | $11,407+73.6% |