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 | $20,825 | $77,416-73.1% | $69,464-70.0% | $152,897-86.4% |
| Participation rate | 46.7% | 78.1%-31.4pp | 74.6%-27.9pp | 82.5%-35.8pp |
| Annual return | 17.18% | 39.08%-21.9pp | 28.98%-11.8pp | 345.43%-328.3pp |
| Employer contribution / active EE | $665 | $3,315-79.9% | $2,779-76.1% | $4,764-86.0% |
| Participant deferral / active EE | $703 | $4,413-84.1% | $3,536-80.1% | $5,851-88.0% |
| Admin fee / account holder | $14,408 | $6,208+132.1% | $3,840+275.2% | $11,599+24.2% |