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 | $55,069 | $56,134-1.9% | $96,171-42.7% | $85,847-35.9% |
| Participation rate | 16.1% | 56.7%-40.6pp | 68.4%-52.3pp | 69.3%-53.2pp |
| Annual return | 19.16% | 42.30%-23.1pp | 192.04%-172.9pp | 318.61%-299.5pp |
| Employer contribution / active EE | $300 | $1,620-81.5% | $2,799-89.3% | $2,565-88.3% |
| Participant deferral / active EE | $564 | $2,858-80.3% | $4,350-87.0% | $3,952-85.7% |
| Admin fee / account holder | $2,834 | $3,769-24.8% | $5,538-48.8% | $6,261-54.7% |