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 | $58,304 | $41,150+41.7% | $80,607-27.7% | $71,495-18.4% |
| Participation rate | 15.9% | 50.3%-34.4pp | 67.0%-51.1pp | 67.9%-52.1pp |
| Annual return | 16.65% | 38.48%-21.8pp | 936.11%-919.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $839 | $1,515-44.6% | $2,724-69.2% | $2,589-67.6% |
| Participant deferral / active EE | $555 | $2,701-79.5% | $4,448-87.5% | $4,291-87.1% |
| Admin fee / account holder | $954 | $1,841-48.2% | $5,379-82.3% | $1,588-39.9% |