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 | $39,159 | $72,269-45.8% | $101,271-61.3% | $79,852-51.0% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-7.9pp | 69.6%-1.8pp |
| Annual return | 32.52% | 22.29%+10.2pp | 46.48%-14.0pp | 31.72%+0.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $963 | $3,282-70.6% | $4,371-78.0% | $3,740-74.3% |
| Admin fee / account holder | $7,133 | $4,401+62.1% | $5,948+19.9% | $5,306+34.4% |