Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,345 | $39,245-2.3% | $64,105-40.2% | $52,331-26.7% |
| Participation rate | 22.1% | 58.2%-36.1pp | 68.2%-46.1pp | 68.1%-46.0pp |
| Annual return | 6.29% | 14.79%-8.5pp | 791.24%-785.0pp | 4.54%+1.7pp |
| Employer contribution / active EE | $366 | $736-50.3% | $1,820-79.9% | $1,882-80.6% |
| Participant deferral / active EE | $632 | $1,992-68.3% | $2,822-77.6% | $3,022-79.1% |
| Admin fee / account holder | $806 | $592+36.1% | $4,499-82.1% | $592+36.3% |