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 | $64,868 | $96,678-32.9% | $86,640-25.1% | $139,466-53.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.70% | 106.69%-94.0pp | 592.52%-579.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $583 | $3,265-82.1% | $3,024-80.7% | $4,754-87.7% |
| Participant deferral / active EE | $650 | $4,837-86.6% | $4,438-85.4% | $6,712-90.3% |
| Admin fee / account holder | $847 | $6,410-86.8% | $5,616-84.9% | $11,409-92.6% |