Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,024 | $105,160-46.7% | $94,679-40.8% | $139,456-59.8% |
| Participation rate | 25.0% | 82.4%-57.4pp | 80.8%-55.8pp | 80.3%-55.3pp |
| Annual return | 15.45% | 38.04%-22.6pp | 156.75%-141.3pp | 373.45%-358.0pp |
| Employer contribution / active EE | $1,313 | $4,107-68.0% | $3,673-64.3% | $4,753-72.4% |
| Participant deferral / active EE | $2,250 | $7,599-70.4% | $7,417-69.7% | $6,711-66.5% |
| Admin fee / account holder | $457 | $8,988-94.9% | $7,233-93.7% | $11,407-96.0% |