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 | $33,082 | $211,239-84.3% | $178,528-81.5% | $145,877-77.3% |
| Participation rate | 30.8% | 80.8%-50.0pp | 77.1%-46.3pp | 80.3%-49.5pp |
| Annual return | 8.98% | 30.22%-21.2pp | 27.11%-18.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,047 | $6,963-85.0% | $6,278-83.3% | $6,691-84.4% |
| Admin fee / account holder | $493 | $12,095-95.9% | $10,419-95.3% | $13,402-96.3% |