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 | $42,253 | $58,828-28.2% | $78,002-45.8% | $62,881-32.8% |
| Participation rate | 68.6% | 71.1%-2.5pp | 75.5%-7.0pp | 69.3%-0.7pp |
| Annual return | 6.53% | 17.16%-10.6pp | 425.99%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $384 | $1,672-77.0% | $2,470-84.5% | $2,281-83.2% |
| Participant deferral / active EE | $1,013 | $2,686-62.3% | $3,497-71.0% | $3,203-68.4% |
| Admin fee / account holder | $3,164 | $4,393-28.0% | $5,481-42.3% | $4,296-26.3% |