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 | $52,454 | $48,364+8.5% | $71,796-26.9% | $62,881-16.6% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 7.92% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $192 | $1,042-81.6% | $1,924-90.0% | $2,281-91.6% |
| Participant deferral / active EE | $768 | $2,091-63.3% | $2,794-72.5% | $3,203-76.0% |
| Admin fee / account holder | $2,499 | $3,771-33.7% | $4,815-48.1% | $4,296-41.8% |