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 | $22,929 | $52,450-56.3% | $129,384-82.3% | $74,459-69.2% |
| Participation rate | 38.8% | 53.8%-15.0pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 15.11% | 15.65%-0.5pp | 9461.77%-9446.7pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $619 | $1,532-59.6% | $4,153-85.1% | $2,626-76.4% |
| Participant deferral / active EE | $823 | $2,797-70.6% | $4,166-80.3% | $4,350-81.1% |
| Admin fee / account holder | $3,756 | $2,636+42.5% | $7,686-51.1% | $1,945+93.1% |