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 | $33,184 | $55,470-40.2% | $155,556-78.7% | $74,478-55.4% |
| Participation rate | 21.0% | 61.9%-40.9pp | 78.2%-57.2pp | 67.2%-46.2pp |
| Annual return | 14.24% | 269.80%-255.6pp | 64.84%-50.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $421 | $2,267-81.4% | $4,675-91.0% | $2,626-84.0% |
| Participant deferral / active EE | $638 | $2,838-77.5% | $5,631-88.7% | $4,350-85.3% |
| Admin fee / account holder | $3,781 | $1,744+116.8% | $15,885-76.2% | $1,946+94.3% |