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 | $32,838 | $51,092-35.7% | $76,735-57.2% | $79,634-58.8% |
| Participation rate | 17.6% | 50.2%-32.6pp | 69.5%-51.9pp | 62.5%-44.9pp |
| Annual return | 11.93% | 18.04%-6.1pp | 29.77%-17.8pp | 36.46%-24.5pp |
| Employer contribution / active EE | $412 | $1,519-72.9% | $2,454-83.2% | $2,529-83.7% |
| Participant deferral / active EE | $66 | $2,529-97.4% | $4,088-98.4% | $3,835-98.3% |
| Admin fee / account holder | $3,773 | $1,865+102.3% | $7,189-47.5% | $1,002+276.6% |