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 | $53,744 | $78,694-31.7% | $67,652-20.6% | $125,389-57.1% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | 0.35% | 9.46%-9.1pp | 6625.40%-6625.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,263 | $3,044-58.5% | $2,266-44.3% | $4,866-74.1% |
| Participant deferral / active EE | $1,212 | $4,292-71.8% | $3,560-66.0% | $5,352-77.4% |
| Admin fee / account holder | $1,372 | $7,403-81.5% | $4,821-71.5% | $9,541-85.6% |