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 | $20,100 | $51,184-60.7% | $66,439-69.7% | $86,983-76.9% |
| Participation rate | 50.6% | 68.5%-17.9pp | 74.5%-23.9pp | 69.5%-18.9pp |
| Annual return | 13.76% | 17.07%-3.3pp | 757.66%-743.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,265 | $2,023+12.0% | $2,637-14.1% | $2,584-12.4% |
| Participant deferral / active EE | $637 | $2,927-78.3% | $3,876-83.6% | $4,194-84.8% |
| Admin fee / account holder | $907 | $4,154-78.2% | $6,173-85.3% | $7,856-88.5% |