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 | $47,009 | $172,111-72.7% | $150,298-68.7% | $137,256-65.8% |
| Participation rate | 68.2% | 81.7%-13.5pp | 77.8%-9.6pp | 80.0%-11.8pp |
| Annual return | 13.70% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,256 | $4,636-29.8% | $4,154-21.6% | $4,156-21.7% |
| Participant deferral / active EE | $363 | $6,166-94.1% | $5,453-93.3% | $6,407-94.3% |
| Admin fee / account holder | $9,958 | $16,471-39.5% | $14,116-29.5% | $12,270-18.8% |