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 | $26,937 | $54,541-50.6% | $78,778-65.8% | $70,126-61.6% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.2%-38.6pp | 69.5%-39.0pp |
| Annual return | 14.95% | 21.07%-6.1pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $362 | $2,210-83.6% | $2,958-87.8% | $3,332-89.1% |
| Admin fee / account holder | $2,778 | $3,709-25.1% | $5,134-45.9% | $4,645-40.2% |