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 | $43,483 | $98,776-56.0% | $149,745-71.0% | $79,856-45.5% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.5%-40.1pp | 69.6%-27.3pp |
| Annual return | 25.78% | 27.38%-1.6pp | 276.72%-250.9pp | 31.71%-5.9pp |
| Employer contribution / active EE | $631 | $3,217-80.4% | $4,646-86.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,111 | $5,681-80.4% | $6,843-83.8% | $3,741-70.3% |
| Admin fee / account holder | $602 | $6,053-90.1% | $9,312-93.5% | $5,306-88.7% |