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 | $39,144 | $65,555-40.3% | $86,216-54.6% | $75,173-47.9% |
| Participation rate | 45.2% | 60.5%-15.3pp | 69.0%-23.8pp | 67.2%-22.0pp |
| Annual return | 27.36% | 46.07%-18.7pp | 1169.42%-1142.1pp | 160.72%-133.4pp |
| Employer contribution / active EE | $504 | $1,553-67.5% | $2,382-78.8% | $2,671-81.1% |
| Participant deferral / active EE | $1,180 | $3,023-61.0% | $3,986-70.4% | $4,126-71.4% |
| Admin fee / account holder | $4,597 | $5,469-15.9% | $6,853-32.9% | $5,651-18.6% |