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 | $30,796 | $62,672-50.9% | $185,117-83.4% | $70,126-56.1% |
| Participation rate | 17.6% | 63.8%-46.2pp | 77.3%-59.7pp | 69.5%-52.0pp |
| Annual return | 17.32% | 40.79%-23.5pp | 40.50%-23.2pp | 73.15%-55.8pp |
| Employer contribution / active EE | $423 | $1,753-75.9% | $4,182-89.9% | $2,343-81.9% |
| Participant deferral / active EE | $946 | $3,272-71.1% | $5,045-81.2% | $3,332-71.6% |
| Admin fee / account holder | $1,583 | $3,932-59.8% | $8,159-80.6% | $4,645-65.9% |