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 | $19,991 | $45,041-55.6% | $63,003-68.3% | $70,131-71.5% |
| Participation rate | 28.0% | 69.5%-41.6pp | 74.8%-46.9pp | 69.5%-41.6pp |
| Annual return | 11.58% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $377 | $2,052-81.6% | $2,760-86.4% | $2,342-83.9% |
| Participant deferral / active EE | $566 | $2,465-77.0% | $3,329-83.0% | $3,332-83.0% |
| Admin fee / account holder | $1,590 | $2,836-43.9% | $3,600-55.8% | $4,645-65.8% |