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 | $25,735 | $63,456-59.4% | $100,712-74.4% | $64,097-59.9% |
| Participation rate | 39.2% | 49.7%-10.5pp | 69.3%-30.1pp | 55.2%-16.0pp |
| Annual return | 12.98% | 19.65%-6.7pp | 33.27%-20.3pp | 34.64%-21.7pp |
| Employer contribution / active EE | $172 | $1,003-82.8% | $2,313-92.5% | $1,891-90.9% |
| Participant deferral / active EE | $683 | $2,463-72.3% | $4,085-83.3% | $3,080-77.8% |
| Admin fee / account holder | $6,720 | $4,808+39.8% | $9,256-27.4% | $3,454+94.5% |