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 | $27,276 | $116,203-76.5% | $93,621-70.9% | $152,909-82.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 17.43% | 35.96%-18.5pp | 32.76%-15.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $884 | $3,219-72.6% | $2,719-67.5% | $4,764-81.5% |
| Participant deferral / active EE | $1,159 | $4,605-74.8% | $4,070-71.5% | $5,851-80.2% |
| Admin fee / account holder | $3,983 | $10,751-63.0% | $7,890-49.5% | $11,601-65.7% |