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 | $23,408 | $100,911-76.8% | $90,440-74.1% | $158,966-85.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 12.96% | 1726.62%-1713.7pp | 1294.38%-1281.4pp | 302.95%-290.0pp |
| Employer contribution / active EE | $487 | $3,690-86.8% | $3,263-85.1% | $4,762-89.8% |
| Participant deferral / active EE | $669 | $4,348-84.6% | $3,964-83.1% | $5,983-88.8% |
| Admin fee / account holder | $11,532 | $6,507+77.2% | $5,615+105.4% | $11,250+2.5% |