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 | $14,754 | $53,837-72.6% | $75,714-80.5% | $85,847-82.8% |
| Participation rate | 40.9% | 69.1%-28.1pp | 74.8%-33.9pp | 69.3%-28.4pp |
| Annual return | 26.42% | 24.54%+1.9pp | 104.62%-78.2pp | 318.61%-292.2pp |
| Employer contribution / active EE | $969 | $2,017-52.0% | $2,744-64.7% | $2,565-62.2% |
| Participant deferral / active EE | $644 | $2,895-77.8% | $3,820-83.1% | $3,952-83.7% |
| Admin fee / account holder | $4,067 | $3,339+21.8% | $3,619+12.4% | $6,261-35.0% |