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 | $22,962 | $75,962-69.8% | $154,111-85.1% | $64,173-64.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 9.70% | 30.32%-20.6pp | 735.18%-725.5pp | 7.63%+2.1pp |
| Employer contribution / active EE | $863 | $3,350-74.2% | $5,298-83.7% | $2,381-63.7% |
| Participant deferral / active EE | $316 | $3,175-90.0% | $5,081-93.8% | $3,470-90.9% |
| Admin fee / account holder | $493 | $5,589-91.2% | $13,411-96.3% | $4,887-89.9% |