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 | $17,073 | $58,241-70.7% | $81,780-79.1% | $80,911-78.9% |
| Participation rate | 53.1% | 63.4%-10.4pp | 72.4%-19.3pp | 67.6%-14.6pp |
| Annual return | 15.26% | 41.73%-26.5pp | 776.27%-761.0pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,387 | $2,343-40.8% | $2,914-52.4% | $2,756-49.7% |
| Participant deferral / active EE | $445 | $3,283-86.4% | $4,321-89.7% | $4,297-89.6% |
| Admin fee / account holder | $1,027 | $4,973-79.4% | $7,384-86.1% | $6,935-85.2% |