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 | $39,894 | $91,086-56.2% | $203,872-80.4% | $86,983-54.1% |
| Participation rate | 35.1% | 65.8%-30.7pp | 77.8%-42.7pp | 69.5%-34.4pp |
| Annual return | 19.15% | 22.30%-3.2pp | 85.11%-66.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $794 | $2,063-61.5% | $3,757-78.9% | $2,584-69.3% |
| Participant deferral / active EE | $1,217 | $4,019-69.7% | $6,388-81.0% | $4,194-71.0% |
| Admin fee / account holder | $6,738 | $8,987-25.0% | $11,730-42.6% | $7,856-14.2% |