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 | $40,403 | $93,598-56.8% | $135,974-70.3% | $75,173-46.3% |
| Participation rate | 11.1% | 75.2%-64.1pp | 81.9%-70.8pp | 67.2%-56.1pp |
| Annual return | 16.74% | 30.89%-14.1pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $661 | $6,405-89.7% | $7,760-91.5% | $4,126-84.0% |
| Admin fee / account holder | $1,116 | $6,978-84.0% | $10,767-89.6% | $5,651-80.2% |