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 | $43,212 | $118,488-63.5% | $98,462-56.1% | $139,487-69.0% |
| Participation rate | 29.4% | 77.5%-48.1pp | 75.2%-45.8pp | 80.3%-50.9pp |
| Annual return | 10.85% | 18.96%-8.1pp | 21.17%-10.3pp | 373.84%-363.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $576 | $5,393-89.3% | $4,738-87.8% | $6,713-91.4% |
| Admin fee / account holder | $491 | $13,868-96.5% | $8,875-94.5% | $11,407-95.7% |