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 | $14,790 | $55,437-73.3% | $155,534-90.5% | $74,459-80.1% |
| Participation rate | 49.5% | 61.9%-12.4pp | 78.2%-28.7pp | 67.2%-17.7pp |
| Annual return | 16.90% | 269.58%-252.7pp | 64.92%-48.0pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $764 | $2,266-66.3% | $4,675-83.7% | $2,626-70.9% |
| Participant deferral / active EE | $274 | $2,837-90.3% | $5,630-95.1% | $4,350-93.7% |
| Admin fee / account holder | $1,919 | $1,742+10.1% | $15,900-87.9% | $1,945-1.3% |