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 | $16,612 | $102,595-83.8% | $94,057-82.3% | $154,746-89.3% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 11.40% | 583.42%-572.0pp | 480.62%-469.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $671 | $3,147-78.7% | $2,933-77.1% | $4,379-84.7% |
| Participant deferral / active EE | $630 | $5,118-87.7% | $4,709-86.6% | $6,730-90.6% |
| Admin fee / account holder | $2,956 | $7,736-61.8% | $7,244-59.2% | $14,365-79.4% |