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 | $40,000 | $135,956-70.6% | $123,894-67.7% | $273,972-85.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,180 | $5,170-77.2% | $4,617-74.5% | $4,869-75.8% |
| Participant deferral / active EE | $1,124 | $6,343-82.3% | $5,984-81.2% | $5,287-78.7% |
| Admin fee / account holder | $336 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |