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 | $38,279 | $161,352-76.3% | $134,172-71.5% | $137,256-72.1% |
| Participation rate | 11.8% | 78.3%-66.5pp | 72.5%-60.7pp | 80.0%-68.2pp |
| Annual return | 10.41% | 28.72%-18.3pp | 25.30%-14.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $466 | $5,552-91.6% | $4,690-90.1% | $6,407-92.7% |
| Admin fee / account holder | $9,998 | $15,028-33.5% | $12,016-16.8% | $12,270-18.5% |