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 | $29,526 | $76,371-61.3% | $93,621-68.5% | $72,976-59.5% |
| Participation rate | 31.5% | 71.8%-40.2pp | 75.8%-44.3pp | 69.5%-38.0pp |
| Annual return | 22.88% | 25.82%-2.9pp | 32.76%-9.9pp | 81.02%-58.1pp |
| Employer contribution / active EE | $464 | $2,276-79.6% | $2,719-82.9% | $2,440-81.0% |
| Participant deferral / active EE | $1,273 | $3,538-64.0% | $4,070-68.7% | $3,608-64.7% |
| Admin fee / account holder | $788 | $6,839-88.5% | $7,890-90.0% | $5,124-84.6% |