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 | $14,403 | $108,897-86.8% | $100,378-85.7% | $145,877-90.1% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.8pp |
| Annual return | 13.16% | 58.17%-45.0pp | 49.41%-36.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $558 | $4,420-87.4% | $3,942-85.8% | $4,663-88.0% |
| Participant deferral / active EE | $1,324 | $8,455-84.3% | $8,087-83.6% | $6,691-80.2% |
| Admin fee / account holder | $3,681 | $9,690-62.0% | $7,899-53.4% | $13,402-72.5% |