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 | $36,220 | $58,311-37.9% | $81,882-55.8% | $80,959-55.3% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 15.09% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $301 | $2,347-87.2% | $2,916-89.7% | $2,757-89.1% |
| Participant deferral / active EE | $410 | $3,287-87.5% | $4,323-90.5% | $4,300-90.5% |
| Admin fee / account holder | $5,543 | $4,752+16.7% | $7,360-24.7% | $6,925-20.0% |