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 | $24,951 | $109,344-77.2% | $89,400-72.1% | $158,950-84.3% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.0%-38.8pp | 82.0%-52.8pp |
| Annual return | 26.72% | 345.73%-319.0pp | 245.64%-218.9pp | 302.91%-276.2pp |
| Employer contribution / active EE | $538 | $3,170-83.0% | $2,586-79.2% | $4,762-88.7% |
| Participant deferral / active EE | $760 | $4,599-83.5% | $3,890-80.5% | $5,983-87.3% |
| Admin fee / account holder | $667 | $6,154-89.2% | $4,882-86.3% | $11,248-94.1% |