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 | $39,008 | $54,541-28.5% | $78,778-50.5% | $70,126-44.4% |
| Participation rate | 32.7% | 60.8%-28.1pp | 69.2%-36.5pp | 69.5%-36.8pp |
| Annual return | 13.09% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $205 | $1,089-81.2% | $1,986-89.7% | $2,343-91.3% |
| Participant deferral / active EE | $945 | $2,210-57.2% | $2,958-68.0% | $3,332-71.6% |
| Admin fee / account holder | $1,236 | $3,709-66.7% | $5,134-75.9% | $4,645-73.4% |