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 | $26,836 | $57,828-53.6% | $117,039-77.1% | $70,126-61.7% |
| Participation rate | 39.1% | 67.1%-28.1pp | 77.2%-38.1pp | 69.5%-30.5pp |
| Annual return | 16.18% | 17.55%-1.4pp | 18.95%-2.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $541 | $1,816-70.2% | $3,785-85.7% | $2,343-76.9% |
| Participant deferral / active EE | $573 | $2,438-76.5% | $3,929-85.4% | $3,332-82.8% |
| Admin fee / account holder | $995 | $3,548-71.9% | $5,974-83.3% | $4,645-78.6% |