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 | $26,891 | $58,234-53.8% | $81,783-67.1% | $80,874-66.7% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 15.47% | 41.70%-26.2pp | 775.05%-759.6pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,442 | $2,341-38.4% | $2,913-50.5% | $2,756-47.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,774 | $4,982-64.4% | $7,380-76.0% | $6,935-74.4% |