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 | $30,612 | $58,627-47.8% | $76,735-60.1% | $82,448-62.9% |
| Participation rate | 23.7% | 63.2%-39.5pp | 69.5%-45.8pp | 68.1%-44.4pp |
| Annual return | 24.61% | 39.10%-14.5pp | 29.77%-5.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,018 | $3,134-67.5% | $4,088-75.1% | $4,139-75.4% |
| Admin fee / account holder | $452 | $5,323-91.5% | $7,189-93.7% | $7,234-93.8% |