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 | $45,697 | $95,975-52.4% | $74,552-38.7% | $135,382-66.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | 0.30% | 56.96%-56.7pp | 32.53%-32.2pp | 519.77%-519.5pp |
| Employer contribution / active EE | $613 | $2,716-77.4% | $1,961-68.7% | $4,779-87.2% |
| Participant deferral / active EE | $761 | $3,844-80.2% | $3,108-75.5% | $5,609-86.4% |
| Admin fee / account holder | $6,113 | $6,522-6.3% | $5,060+20.8% | $10,829-43.5% |