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 | $89,166 | $45,152+97.5% | $73,836+20.8% | $59,633+49.5% |
| Participation rate | 16.4% | 64.0%-47.6pp | 73.4%-57.0pp | 68.7%-52.3pp |
| Annual return | 2.70% | 27.40%-24.7pp | 2268.06%-2265.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $1,003 | $1,901-47.2% | $2,787-64.0% | $2,203-54.4% |
| Participant deferral / active EE | $45 | $2,573-98.3% | $3,583-98.8% | $3,192-98.6% |
| Admin fee / account holder | $16,694 | $3,515+375.0% | $4,882+242.0% | $4,297+288.5% |