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 | $25,868 | $96,678-73.2% | $86,640-70.1% | $139,466-81.5% |
| Participation rate | 26.3% | 74.4%-48.1pp | 71.7%-45.4pp | 80.3%-54.0pp |
| Annual return | 22.95% | 106.69%-83.7pp | 592.52%-569.6pp | 373.66%-350.7pp |
| Employer contribution / active EE | $818 | $3,265-75.0% | $3,024-73.0% | $4,754-82.8% |
| Participant deferral / active EE | $582 | $4,837-88.0% | $4,438-86.9% | $6,712-91.3% |
| Admin fee / account holder | $697 | $6,410-89.1% | $5,616-87.6% | $11,409-93.9% |