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 | $50,827 | $105,200-51.7% | $159,474-68.1% | $85,847-40.8% |
| Participation rate | 27.6% | 75.8%-48.1pp | 82.8%-55.2pp | 69.3%-41.7pp |
| Annual return | 27.27% | 45.08%-17.8pp | 263.68%-236.4pp | 318.61%-291.3pp |
| Employer contribution / active EE | $643 | $3,319-80.6% | $4,831-86.7% | $2,565-74.9% |
| Participant deferral / active EE | $1,430 | $5,946-75.9% | $7,353-80.5% | $3,952-63.8% |
| Admin fee / account holder | $2,731 | $6,934-60.6% | $10,802-74.7% | $6,261-56.4% |