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 | $23,087 | $157,829-85.4% | $136,867-83.1% | $198,609-88.4% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 13.68% | 51.25%-37.6pp | 42.97%-29.3pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,256 | $3,923-68.0% | $3,547-64.6% | $5,055-75.2% |
| Participant deferral / active EE | $1,617 | $5,463-70.4% | $4,924-67.2% | $6,977-76.8% |
| Admin fee / account holder | $3,750 | $11,107-66.2% | $10,340-63.7% | $19,030-80.3% |