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 | $58,275-70.7% | $81,844-79.1% | $80,935-78.9% |
| Participation rate | 53.1% | 63.5%-10.4pp | 72.4%-19.3pp | 67.7%-14.6pp |
| Annual return | 15.26% | 41.82%-26.6pp | 778.87%-763.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,387 | $2,346-40.9% | $2,916-52.5% | $2,757-49.7% |
| Participant deferral / active EE | $445 | $3,285-86.4% | $4,323-89.7% | $4,299-89.6% |
| Admin fee / account holder | $1,027 | $4,749-78.4% | $7,355-86.0% | $6,924-85.2% |