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 | $26,948 | $104,251-74.2% | $91,004-70.4% | $147,585-81.7% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 18.54% | 27.06%-8.5pp | 4.60%+13.9pp | 578.58%-560.0pp |
| Employer contribution / active EE | $3,852 | $3,116+23.6% | $2,456+56.8% | $4,876-21.0% |
| Participant deferral / active EE | $48 | $4,195-98.8% | $3,548-98.6% | $5,439-99.1% |
| Admin fee / account holder | $1,410 | $8,948-84.2% | $5,417-74.0% | $10,886-87.1% |