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 | $37,241 | $59,006-36.9% | $97,295-61.7% | $74,478-50.0% |
| Participation rate | 26.2% | 63.7%-37.5pp | 72.7%-46.5pp | 67.2%-41.0pp |
| Annual return | 16.32% | 16.04%+0.3pp | 75.62%-59.3pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $548 | $1,894-71.1% | $2,723-79.9% | $2,626-79.2% |
| Participant deferral / active EE | $879 | $3,671-76.1% | $4,264-79.4% | $4,350-79.8% |
| Admin fee / account holder | $11,009 | $1,974+457.7% | $5,646+95.0% | $1,946+465.8% |