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 | $47,143 | $50,554-6.7% | $67,681-30.3% | $87,485-46.1% |
| Participation rate | 28.6% | 67.7%-39.1pp | 73.7%-45.2pp | 68.9%-40.4pp |
| Annual return | 15.55% | 17.81%-2.3pp | 590.58%-575.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $445 | $1,988-77.6% | $2,678-83.4% | $2,596-82.9% |
| Participant deferral / active EE | $786 | $2,961-73.5% | $3,976-80.2% | $4,274-81.6% |
| Admin fee / account holder | $475 | $4,132-88.5% | $6,100-92.2% | $7,775-93.9% |