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 | $38,119 | $77,638-50.9% | $156,551-75.7% | $62,881-39.4% |
| Participation rate | 24.0% | 71.2%-47.2pp | 84.0%-60.0pp | 69.3%-45.3pp |
| Annual return | 10.41% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $410 | $3,444-88.1% | $5,501-92.6% | $2,281-82.0% |
| Participant deferral / active EE | $591 | $3,046-80.6% | $4,871-87.9% | $3,203-81.6% |
| Admin fee / account holder | $581 | $5,561-89.6% | $13,028-95.5% | $4,296-86.5% |