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 | $31,386 | $75,962-58.7% | $154,108-79.6% | $64,173-51.1% |
| Participation rate | 24.4% | 70.4%-46.1pp | 83.0%-58.7pp | 69.6%-45.2pp |
| Annual return | 10.33% | 30.32%-20.0pp | 735.21%-724.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $386 | $3,350-88.5% | $5,298-92.7% | $2,381-83.8% |
| Participant deferral / active EE | $556 | $3,175-82.5% | $5,081-89.1% | $3,470-84.0% |
| Admin fee / account holder | $7,878 | $5,589+41.0% | $13,411-41.3% | $4,887+61.2% |