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 | $26,370 | $67,602-61.0% | $82,312-68.0% | $70,126-62.4% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.6pp |
| Annual return | 15.36% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $613 | $1,755-65.1% | $2,428-74.8% | $2,343-73.9% |
| Participant deferral / active EE | $1,310 | $2,987-56.1% | $3,706-64.7% | $3,332-60.7% |
| Admin fee / account holder | $1,304 | $4,512-71.1% | $5,608-76.7% | $4,645-71.9% |