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 | $28,282 | $97,020-70.8% | $83,322-66.1% | $135,379-79.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 2.29% | 12.31%-10.0pp | 10.64%-8.3pp | 519.79%-517.5pp |
| Employer contribution / active EE | $473 | $4,144-88.6% | $3,379-86.0% | $4,779-90.1% |
| Participant deferral / active EE | $563 | $5,964-90.6% | $5,565-89.9% | $5,609-90.0% |
| Admin fee / account holder | $1,426 | $8,426-83.1% | $7,540-81.1% | $10,828-86.8% |