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 | $38,181 | $79,557-52.0% | $118,746-67.8% | $70,126-45.6% |
| Participation rate | 35.9% | 71.4%-35.5pp | 78.3%-42.4pp | 69.5%-33.6pp |
| Annual return | 13.41% | 25.64%-12.2pp | 24.54%-11.1pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $326 | $4,089-92.0% | $5,332-93.9% | $3,332-90.2% |
| Admin fee / account holder | $6,052 | $5,374+12.6% | $10,720-43.5% | $4,645+30.3% |