Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,214 | $156,616-75.0% | $133,346-70.6% | $198,609-80.3% |
| Participation rate | 33.3% | 77.7%-44.4pp | 72.8%-39.5pp | 82.4%-49.0pp |
| Annual return | 18.54% | 44.25%-25.7pp | 36.85%-18.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $982 | $3,368-70.8% | $2,853-65.6% | $5,055-80.6% |
| Participant deferral / active EE | $982 | $4,920-80.0% | $4,332-77.3% | $6,977-85.9% |
| Admin fee / account holder | $980 | $17,468-94.4% | $14,264-93.1% | $19,030-94.9% |