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 | $32,277 | $34,316-5.9% | $74,722-56.8% | $72,975-55.8% |
| Participation rate | 31.5% | 42.4%-10.9pp | 54.5%-23.0pp | 69.5%-38.0pp |
| Annual return | 22.15% | 26.58%-4.4pp | 753.11%-731.0pp | 81.01%-58.9pp |
| Employer contribution / active EE | $175 | $692-74.7% | $1,084-83.8% | $2,440-92.8% |
| Participant deferral / active EE | $368 | $1,272-71.1% | $1,963-81.3% | $3,608-89.8% |
| Admin fee / account holder | $1,362 | $2,125-35.9% | $3,335-59.2% | $5,124-73.4% |