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 | $26,061 | $99,079-73.7% | $78,002-66.6% | $273,972-90.5% |
| Participation rate | 26.1% | 78.6%-52.5pp | 75.5%-49.4pp | 83.0%-56.9pp |
| Annual return | 8.97% | 217.93%-209.0pp | 425.99%-417.0pp | 41.46%-32.5pp |
| Employer contribution / active EE | $521 | $3,308-84.2% | $2,470-78.9% | $4,869-89.3% |
| Participant deferral / active EE | $1,040 | $4,306-75.8% | $3,497-70.3% | $5,287-80.3% |
| Admin fee / account holder | $326 | $8,954-96.4% | $5,481-94.0% | $10,133-96.8% |