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 | $41,828 | $58,391-28.4% | $76,667-45.4% | $72,976-42.7% |
| Participation rate | 34.4% | 67.4%-33.0pp | 72.1%-37.7pp | 69.5%-35.1pp |
| Annual return | 21.49% | 2306.65%-2285.2pp | 1166.74%-1145.3pp | 81.02%-59.5pp |
| Employer contribution / active EE | $370 | $1,787-79.3% | $2,303-83.9% | $2,440-84.8% |
| Participant deferral / active EE | $929 | $2,690-65.5% | $3,336-72.2% | $3,608-74.3% |
| Admin fee / account holder | $6,145 | $4,014+53.1% | $6,423-4.3% | $5,124+19.9% |