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 | $36,115 | $86,949-58.5% | $102,460-64.8% | $80,959-55.4% |
| Participation rate | 41.9% | 72.4%-30.5pp | 76.5%-34.6pp | 67.7%-25.8pp |
| Annual return | 11.69% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,638 | $4,121-60.3% | $5,056-67.6% | $4,300-61.9% |
| Admin fee / account holder | $4,185 | $8,048-48.0% | $9,460-55.8% | $6,925-39.6% |