Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,936 | $126,661-73.2% | $113,397-70.1% | $138,895-75.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 10.82% | 25.05%-14.2pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,010 | $3,456-70.8% | $2,977-66.1% | $4,194-75.9% |
| Participant deferral / active EE | $1,228 | $5,693-78.4% | $5,076-75.8% | $6,396-80.8% |
| Admin fee / account holder | $13,344 | $14,549-8.3% | $11,957+11.6% | $12,562+6.2% |