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 | $25,760 | $65,566-60.7% | $86,235-70.1% | $75,177-65.7% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 15.48% | 46.07%-30.6pp | 1170.03%-1154.6pp | 160.75%-145.3pp |
| Employer contribution / active EE | $404 | $1,553-74.0% | $2,381-83.0% | $2,671-84.9% |
| Participant deferral / active EE | $1,062 | $3,023-64.9% | $3,987-73.4% | $4,126-74.3% |
| Admin fee / account holder | $1,463 | $5,470-73.2% | $6,856-78.7% | $5,651-74.1% |