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 | $57,049 | $88,672-35.7% | $105,223-45.8% | $82,448-30.8% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 14.00% | 30.86%-16.9pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $15,260 | $3,048+400.7% | $3,689+313.7% | $2,551+498.2% |
| Participant deferral / active EE | $329 | $4,036-91.9% | $5,072-93.5% | $4,139-92.1% |
| Admin fee / account holder | $13,297 | $7,146+86.1% | $8,859+50.1% | $7,234+83.8% |