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 | $48,212 | $63,346-23.9% | $92,240-47.7% | $70,126-31.2% |
| Participation rate | 37.0% | 68.7%-31.6pp | 76.5%-39.4pp | 69.5%-32.5pp |
| Annual return | 16.50% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $648 | $2,471-73.8% | $3,680-82.4% | $2,343-72.3% |
| Participant deferral / active EE | $939 | $2,854-67.1% | $3,897-75.9% | $3,332-71.8% |
| Admin fee / account holder | $379 | $3,841-90.1% | $5,194-92.7% | $4,645-91.8% |