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 | $52,273 | $105,198-50.3% | $159,455-67.2% | $85,856-39.1% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.8%-39.4pp | 69.3%-25.9pp |
| Annual return | 13.18% | 45.08%-31.9pp | 263.63%-250.4pp | 318.58%-305.4pp |
| Employer contribution / active EE | $720 | $3,319-78.3% | $4,830-85.1% | $2,565-71.9% |
| Participant deferral / active EE | $1,339 | $5,946-77.5% | $7,353-81.8% | $3,952-66.1% |
| Admin fee / account holder | $4,279 | $6,934-38.3% | $10,800-60.4% | $6,261-31.7% |