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 | $24,302 | $57,305-57.6% | $86,640-72.0% | $75,173-67.7% |
| Participation rate | 59.0% | 63.2%-4.2pp | 71.7%-12.7pp | 67.2%-8.2pp |
| Annual return | 17.77% | 2674.24%-2656.5pp | 592.52%-574.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,245 | $2,316-46.3% | $3,024-58.8% | $2,671-53.4% |
| Participant deferral / active EE | $770 | $3,320-76.8% | $4,438-82.7% | $4,126-81.3% |
| Admin fee / account holder | $2,066 | $4,116-49.8% | $5,616-63.2% | $5,651-63.4% |