Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,927 | $91,525-57.5% | $130,026-70.1% | $75,181-48.2% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 17.78% | -631.40%+649.2pp | -137.26%+155.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $1,212 | $2,844-57.4% | $4,321-71.9% | $2,671-54.6% |
| Participant deferral / active EE | $1,853 | $4,342-57.3% | $5,821-68.2% | $4,126-55.1% |
| Admin fee / account holder | $2,309 | $6,778-65.9% | $10,608-78.2% | $5,650-59.1% |