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 | $42,862 | $76,696-44.1% | $96,515-55.6% | $71,511-40.1% |
| Participation rate | 15.7% | 66.6%-50.9pp | 74.3%-58.7pp | 67.9%-52.3pp |
| Annual return | 14.32% | 48.32%-34.0pp | 35.73%-21.4pp | 28.86%-14.5pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $733 | $3,770-80.6% | $4,880-85.0% | $4,291-82.9% |
| Admin fee / account holder | $1,473 | $2,030-27.4% | $6,735-78.1% | $1,588-7.2% |