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 | $43,063 | $103,392-58.4% | $87,104-50.6% | $152,897-71.8% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 13.90% | 28.10%-14.2pp | 28.19%-14.3pp | 345.43%-331.5pp |
| Employer contribution / active EE | $1,217 | $3,221-62.2% | $2,521-51.7% | $4,764-74.5% |
| Participant deferral / active EE | $1,356 | $4,778-71.6% | $4,048-66.5% | $5,851-76.8% |
| Admin fee / account holder | $18,202 | $12,194+49.3% | $7,491+143.0% | $11,599+56.9% |