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 | $30,672 | $75,832-59.6% | $147,617-79.2% | $59,633-48.6% |
| Participation rate | 40.7% | 71.6%-30.8pp | 84.6%-43.9pp | 68.7%-27.9pp |
| Annual return | 1.28% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $591 | $3,485-83.0% | $5,564-89.4% | $2,203-73.2% |
| Participant deferral / active EE | $762 | $3,131-75.7% | $4,895-84.4% | $3,192-76.1% |
| Admin fee / account holder | $2,788 | $5,986-53.4% | $11,612-76.0% | $4,297-35.1% |