Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,827 | $88,672-61.9% | $105,223-67.9% | $82,448-59.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 15.81% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $931 | $3,048-69.4% | $3,689-74.8% | $2,551-63.5% |
| Participant deferral / active EE | $1,441 | $4,036-64.3% | $5,072-71.6% | $4,139-65.2% |
| Admin fee / account holder | $2,804 | $7,146-60.8% | $8,859-68.4% | $7,234-61.2% |