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 | $18,855 | $55,472-66.0% | $155,567-87.9% | $74,546-74.7% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 11.53% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $437 | $2,269-80.7% | $4,674-90.7% | $2,624-83.3% |
| Participant deferral / active EE | $615 | $2,838-78.3% | $5,628-89.1% | $4,347-85.8% |
| Admin fee / account holder | $443 | $1,743-74.6% | $15,916-97.2% | $1,944-77.2% |