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 | $30,620 | $165,361-81.5% | $149,715-79.5% | $158,950-80.7% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 8.68% | 348.24%-339.6pp | 276.66%-268.0pp | 302.91%-294.2pp |
| Employer contribution / active EE | $979 | $5,103-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $1,146 | $7,182-84.0% | $6,842-83.2% | $5,983-80.8% |
| Admin fee / account holder | $11,546 | $10,808+6.8% | $9,310+24.0% | $11,248+2.6% |