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 | $18,069 | $73,546-75.4% | $63,018-71.3% | $147,586-87.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 16.38% | 175.56%-159.2pp | 87.62%-71.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $341 | $3,324-89.7% | $2,761-87.6% | $4,876-93.0% |
| Participant deferral / active EE | $682 | $4,185-83.7% | $3,330-79.5% | $5,439-87.5% |
| Admin fee / account holder | $386 | $5,956-93.5% | $3,601-89.3% | $10,886-96.5% |