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 | $18,638 | $95,383-80.5% | $185,837-90.0% | $85,856-78.3% |
| Participation rate | 56.4% | 68.8%-12.4pp | 81.7%-25.3pp | 69.3%-13.0pp |
| Annual return | 12.67% | 23.59%-10.9pp | 122.08%-109.4pp | 318.58%-305.9pp |
| Employer contribution / active EE | $556 | $3,313-83.2% | $5,168-89.2% | $2,565-78.3% |
| Participant deferral / active EE | $677 | $3,423-80.2% | $5,568-87.8% | $3,952-82.9% |
| Admin fee / account holder | $935 | $7,213-87.0% | $16,241-94.2% | $6,261-85.1% |