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 | $40,695 | $79,223-48.6% | $102,460-60.3% | $74,478-45.4% |
| Participation rate | 63.0% | 74.8%-11.7pp | 76.5%-13.5pp | 67.2%-4.2pp |
| Annual return | 12.60% | 54.98%-42.4pp | 29.47%-16.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,152 | $2,363-51.2% | $3,025-61.9% | $2,626-56.1% |
| Participant deferral / active EE | $2,146 | $4,417-51.4% | $5,056-57.6% | $4,350-50.7% |
| Admin fee / account holder | $2,217 | $2,003+10.7% | $9,460-76.6% | $1,946+13.9% |