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 | $35,030 | $65,306-46.4% | $238,191-85.3% | $65,306-46.4% |
| Participation rate | 21.3% | 57.7%-36.4pp | 77.1%-55.8pp | 57.7%-36.4pp |
| Annual return | 152.11% | 21.94%+130.2pp | 13.02%+139.1pp | 21.94%+130.2pp |
| Employer contribution / active EE | $345 | $1,967-82.5% | $5,082-93.2% | $1,967-82.5% |
| Participant deferral / active EE | $429 | $2,959-85.5% | $6,726-93.6% | $2,959-85.5% |
| Admin fee / account holder | $1,053 | $3,480-69.7% | $34,582-97.0% | $3,480-69.7% |