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 | $30,741 | $98,766-68.9% | $149,730-79.5% | $79,852-61.5% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.70%-260.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $2,335 | $3,217-27.4% | $4,645-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $1,527 | $5,681-73.1% | $6,843-77.7% | $3,740-59.2% |
| Admin fee / account holder | $1,096 | $6,052-81.9% | $9,310-88.2% | $5,306-79.3% |