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 | $38,748 | $98,776-60.8% | $149,745-74.1% | $79,856-51.5% |
| Participation rate | 23.3% | 75.8%-52.5pp | 82.5%-59.2pp | 69.6%-46.4pp |
| Annual return | 13.43% | 27.38%-13.9pp | 276.72%-263.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,230 | $5,681-78.4% | $6,843-82.0% | $3,741-67.1% |
| Admin fee / account holder | $5,788 | $6,053-4.4% | $9,312-37.8% | $5,306+9.1% |