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 | $39,361 | $95,415-58.7% | $185,851-78.8% | $85,851-54.2% |
| Participation rate | 12.5% | 68.8%-56.3pp | 81.7%-69.2pp | 69.3%-56.8pp |
| Annual return | 11.86% | 23.59%-11.7pp | 122.11%-110.3pp | 318.63%-306.8pp |
| Employer contribution / active EE | $389 | $3,314-88.2% | $5,168-92.5% | $2,565-84.8% |
| Participant deferral / active EE | $483 | $3,424-85.9% | $5,569-91.3% | $3,952-87.8% |
| Admin fee / account holder | $10,701 | $7,215+48.3% | $16,245-34.1% | $6,261+70.9% |