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 | $48,291 | $48,364-0.2% | $71,796-32.7% | $62,881-23.2% |
| Participation rate | 22.6% | 60.6%-38.0pp | 69.1%-46.5pp | 69.3%-46.7pp |
| Annual return | 5.99% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $218 | $1,042-79.1% | $1,924-88.7% | $2,281-90.4% |
| Participant deferral / active EE | $651 | $2,091-68.9% | $2,794-76.7% | $3,203-79.7% |
| Admin fee / account holder | $7,842 | $3,771+108.0% | $4,815+62.9% | $4,296+82.6% |