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 | $37,580 | $58,241-35.5% | $81,780-54.0% | $80,911-53.6% |
| Participation rate | 22.6% | 63.4%-40.8pp | 72.4%-49.7pp | 67.6%-45.0pp |
| Annual return | 15.57% | 41.73%-26.2pp | 776.27%-760.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $691 | $2,343-70.5% | $2,914-76.3% | $2,756-74.9% |
| Participant deferral / active EE | $650 | $3,283-80.2% | $4,321-84.9% | $4,297-84.9% |
| Admin fee / account holder | $970 | $4,973-80.5% | $7,384-86.9% | $6,935-86.0% |