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 | $8,479 | $75,541-88.8% | $152,093-94.4% | $82,637-89.7% |
| Participation rate | 69.2% | 66.5%+2.7pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 18.57% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $579 | $2,622-77.9% | $4,175-86.1% | $2,552-77.3% |
| Participant deferral / active EE | $541 | $3,206-83.1% | $5,451-90.1% | $4,126-86.9% |
| Admin fee / account holder | $734 | $6,405-88.5% | $14,497-94.9% | $7,339-90.0% |