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 | $11,485 | $52,353-78.1% | $120,225-90.4% | $82,448-86.1% |
| Participation rate | 53.1% | 58.3%-5.2pp | 69.6%-16.5pp | 68.1%-14.9pp |
| Annual return | 15.50% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $534 | $1,510-64.6% | $3,475-84.6% | $2,551-79.1% |
| Participant deferral / active EE | $647 | $2,627-75.4% | $3,999-83.8% | $4,139-84.4% |
| Admin fee / account holder | $515 | $4,363-88.2% | $5,696-91.0% | $7,234-92.9% |