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 | $46,124 | $78,694-41.4% | $67,652-31.8% | $125,389-63.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.02% | 9.46%-9.4pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $850 | $3,044-72.1% | $2,266-62.5% | $4,866-82.5% |
| Participant deferral / active EE | $1,063 | $4,292-75.2% | $3,560-70.2% | $5,352-80.1% |
| Admin fee / account holder | $649 | $7,403-91.2% | $4,821-86.5% | $9,541-93.2% |