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 | $51,901 | $36,767+41.2% | $81,473-36.3% | $62,293-16.7% |
| Participation rate | 6.6% | 54.4%-47.8pp | 68.0%-61.4pp | 69.5%-62.9pp |
| Annual return | 21.30% | 173.80%-152.5pp | 38.78%-17.5pp | 28.90%-7.6pp |
| Employer contribution / active EE | $292 | $1,128-74.1% | $2,568-88.6% | $2,042-85.7% |
| Participant deferral / active EE | $490 | $2,111-76.8% | $3,537-86.2% | $3,169-84.5% |
| Admin fee / account holder | $5,706 | $797+615.8% | $4,561+25.1% | $479+1090.5% |