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 | $34,025 | $81,504-58.3% | $102,437-66.8% | $80,959-58.0% |
| Participation rate | 41.2% | 66.9%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 11.49% | 25.60%-14.1pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,503 | $3,871-61.2% | $5,060-70.3% | $4,300-65.1% |
| Admin fee / account holder | $6,224 | $6,719-7.4% | $8,388-25.8% | $6,925-10.1% |