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 | $22,853 | $68,412-66.6% | $94,679-75.9% | $75,181-69.6% |
| Participation rate | 53.8% | 76.1%-22.2pp | 80.8%-27.0pp | 67.2%-13.4pp |
| Annual return | 17.72% | 616.91%-599.2pp | 156.75%-139.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $911 | $2,701-66.3% | $3,673-75.2% | $2,671-65.9% |
| Participant deferral / active EE | $1,525 | $6,537-76.7% | $7,417-79.4% | $4,126-63.0% |
| Admin fee / account holder | $6,044 | $5,326+13.5% | $7,233-16.4% | $5,650+7.0% |