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 | $39,732 | $98,766-59.8% | $149,730-73.5% | $79,852-50.2% |
| Participation rate | 24.7% | 75.8%-51.1pp | 82.5%-57.8pp | 69.6%-45.0pp |
| Annual return | 21.59% | 27.43%-5.8pp | 276.70%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $759 | $3,217-76.4% | $4,645-83.7% | $2,471-69.3% |
| Participant deferral / active EE | $1,244 | $5,681-78.1% | $6,843-81.8% | $3,740-66.7% |
| Admin fee / account holder | $2,577 | $6,052-57.4% | $9,310-72.3% | $5,306-51.4% |