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 | $52,461 | $73,978-29.1% | $96,515-45.6% | $75,173-30.2% |
| Participation rate | 40.3% | 66.4%-26.1pp | 74.3%-34.0pp | 67.2%-26.9pp |
| Annual return | 16.70% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,144 | $3,660-68.7% | $4,880-76.6% | $4,126-72.3% |
| Admin fee / account holder | $906 | $5,219-82.6% | $6,735-86.6% | $5,651-84.0% |