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 | $58,438 | $100,139-41.6% | $85,187-31.4% | $145,884-59.9% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 14.15% | 84.15%-70.0pp | 66.67%-52.5pp | 551.85%-537.7pp |
| Employer contribution / active EE | $601 | $3,238-81.5% | $2,732-78.0% | $4,662-87.1% |
| Participant deferral / active EE | $371 | $5,296-93.0% | $4,525-91.8% | $6,690-94.5% |
| Admin fee / account holder | $47,555 | $7,262+554.8% | $6,162+671.8% | $13,392+255.1% |