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 | $18,509 | $55,713-66.8% | $75,901-75.6% | $72,975-74.6% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.3%-13.5pp | 69.5%-13.7pp |
| Annual return | 16.99% | 27.60%-10.6pp | 30.76%-13.8pp | 81.01%-64.0pp |
| Employer contribution / active EE | $680 | $1,687-59.7% | $2,501-72.8% | $2,440-72.1% |
| Participant deferral / active EE | $914 | $2,634-65.3% | $3,603-74.6% | $3,608-74.7% |
| Admin fee / account holder | $4,893 | $3,980+22.9% | $5,420-9.7% | $5,124-4.5% |