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 | $35,230 | $85,171-58.6% | $172,752-79.6% | $72,975-51.7% |
| Participation rate | 46.8% | 70.1%-23.3pp | 82.6%-35.9pp | 69.5%-22.7pp |
| Annual return | 23.54% | 27.32%-3.8pp | 802.97%-779.4pp | 81.01%-57.5pp |
| Employer contribution / active EE | $551 | $3,324-83.4% | $5,144-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $702 | $3,260-78.5% | $5,198-86.5% | $3,608-80.5% |
| Admin fee / account holder | $3,665 | $5,880-37.7% | $13,955-73.7% | $5,124-28.5% |