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 | $12,251 | $81,331-84.9% | $155,534-92.1% | $80,935-84.9% |
| Participation rate | 25.8% | 66.3%-40.4pp | 78.2%-52.4pp | 67.7%-41.9pp |
| Annual return | 16.49% | 33.37%-16.9pp | 64.92%-48.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $399 | $3,105-87.2% | $4,675-91.5% | $2,757-85.5% |
| Participant deferral / active EE | $742 | $3,454-78.5% | $5,630-86.8% | $4,299-82.7% |
| Admin fee / account holder | $1,106 | $7,999-86.2% | $15,900-93.0% | $6,924-84.0% |