Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,257 | $105,198-49.4% | $159,455-66.6% | $85,856-38.0% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.8%-52.8pp | 69.3%-39.3pp |
| Annual return | 13.42% | 45.08%-31.7pp | 263.63%-250.2pp | 318.58%-305.2pp |
| Employer contribution / active EE | $955 | $3,319-71.2% | $4,830-80.2% | $2,565-62.8% |
| Participant deferral / active EE | $1,788 | $5,946-69.9% | $7,353-75.7% | $3,952-54.8% |
| Admin fee / account holder | $1,652 | $6,934-76.2% | $10,800-84.7% | $6,261-73.6% |