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 | $13,581 | $65,712-79.3% | $57,196-76.3% | $273,972-95.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 6.44% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $302 | $3,280-90.8% | $2,683-88.7% | $4,869-93.8% |
| Participant deferral / active EE | $583 | $3,782-84.6% | $3,096-81.2% | $5,287-89.0% |
| Admin fee / account holder | $4,526 | $4,838-6.4% | $3,141+44.1% | $10,133-55.3% |