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 | $44,924 | $209,425-78.5% | $178,499-74.8% | $158,966-71.7% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 7.84% | 188.80%-181.0pp | 151.10%-143.3pp | 302.95%-295.1pp |
| Employer contribution / active EE | $1,175 | $5,707-79.4% | $5,011-76.5% | $4,762-75.3% |
| Participant deferral / active EE | $1,983 | $5,955-66.7% | $5,202-61.9% | $5,983-66.9% |
| Admin fee / account holder | $27,599 | $17,078+61.6% | $13,986+97.3% | $11,250+145.3% |