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 | $25,470 | $51,620-50.7% | $90,324-71.8% | $65,186-60.9% |
| Participation rate | 56.3% | 68.6%-12.4pp | 73.3%-17.0pp | 70.2%-14.0pp |
| Annual return | 20.07% | 24.94%-4.9pp | 78.15%-58.1pp | 29.39%-9.3pp |
| Employer contribution / active EE | $1,525 | $2,235-31.7% | $2,856-46.6% | $2,177-29.9% |
| Participant deferral / active EE | $672 | $2,871-76.6% | $3,885-82.7% | $3,514-80.9% |
| Admin fee / account holder | $3,835 | $384+898.0% | $5,356-28.4% | $847+352.6% |