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 | $36,343 | $50,902-28.6% | $155,534-76.6% | $77,736-53.2% |
| Participation rate | 22.8% | 63.1%-40.3pp | 78.2%-55.4pp | 70.6%-47.8pp |
| Annual return | 12.87% | 34.85%-22.0pp | 64.92%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $404 | $1,991-79.7% | $4,675-91.4% | $2,728-85.2% |
| Participant deferral / active EE | $717 | $2,824-74.6% | $5,630-87.3% | $4,651-84.6% |
| Admin fee / account holder | $1,302 | $437+197.8% | $15,900-91.8% | $433+200.4% |