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 | $46,439 | $111,878-58.5% | $93,727-50.5% | $145,897-68.2% |
| Participation rate | 31.6% | 74.2%-42.6pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 12.08% | 204.28%-192.2pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $848 | $4,920-82.8% | $4,417-80.8% | $6,689-87.3% |
| Admin fee / account holder | $10,913 | $10,256+6.4% | $8,292+31.6% | $13,390-18.5% |