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 | $34,685 | $93,598-62.9% | $135,974-74.5% | $75,173-53.9% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.5pp |
| Annual return | 18.77% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $636 | $6,405-90.1% | $7,760-91.8% | $4,126-84.6% |
| Admin fee / account holder | $1,654 | $6,978-76.3% | $10,767-84.6% | $5,651-70.7% |