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 | $52,461 | $52,581-0.2% | $130,788-59.9% | $64,340-18.5% |
| Participation rate | 7.2% | 46.5%-39.3pp | 70.1%-62.9pp | 55.2%-48.0pp |
| Annual return | 16.27% | 20.39%-4.1pp | 386.44%-370.2pp | 24.14%-7.9pp |
| Employer contribution / active EE | $260 | $1,031-74.8% | $3,558-92.7% | $1,862-86.0% |
| Participant deferral / active EE | $610 | $2,200-72.3% | $4,137-85.3% | $2,980-79.5% |
| Admin fee / account holder | $6,404 | $4,583+39.7% | $6,673-4.0% | $3,703+73.0% |