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 | $56,901 | $44,425+28.1% | $67,834-16.1% | $55,167+3.1% |
| Participation rate | 11.5% | 59.7%-48.2pp | 68.8%-57.3pp | 69.0%-57.5pp |
| Annual return | 12.24% | 17.80%-5.6pp | 138.47%-126.2pp | 169.23%-157.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $626 | $2,166-71.1% | $3,160-80.2% | $3,054-79.5% |
| Admin fee / account holder | $401 | $530-24.3% | $4,622-91.3% | $504-20.4% |