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 | $45,733 | $105,929-56.8% | $81,716-44.0% | $158,966-71.2% |
| Participation rate | 23.8% | 75.6%-51.8pp | 72.0%-48.2pp | 82.0%-58.2pp |
| Annual return | 18.53% | 38.19%-19.7pp | 29.49%-11.0pp | 302.95%-284.4pp |
| Employer contribution / active EE | $369 | $7,802-95.3% | $4,310-91.4% | $4,762-92.3% |
| Participant deferral / active EE | $672 | $13,007-94.8% | $7,108-90.5% | $5,983-88.8% |
| Admin fee / account holder | $20,524 | $8,492+141.7% | $5,159+297.8% | $11,250+82.4% |