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 | $27,664 | $121,637-77.3% | $104,605-73.6% | $158,931-82.6% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 10.32% | 465.32%-455.0pp | 340.46%-330.1pp | 302.86%-292.5pp |
| Employer contribution / active EE | $347 | $3,163-89.0% | $2,681-87.1% | $4,761-92.7% |
| Participant deferral / active EE | $630 | $4,177-84.9% | $3,739-83.2% | $5,982-89.5% |
| Admin fee / account holder | $9,128 | $7,788+17.2% | $6,473+41.0% | $11,247-18.8% |