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 | $23,616 | $43,344-45.5% | $59,899-60.6% | $64,173-63.2% |
| Participation rate | 25.5% | 69.2%-43.7pp | 74.7%-49.2pp | 69.6%-44.1pp |
| Annual return | 5.40% | -1.55%+7.0pp | 3.46%+1.9pp | 7.63%-2.2pp |
| Employer contribution / active EE | $764 | $2,030-62.4% | $2,723-71.9% | $2,381-67.9% |
| Participant deferral / active EE | $763 | $2,547-70.1% | $3,402-77.6% | $3,470-78.0% |
| Admin fee / account holder | $820 | $3,008-72.7% | $3,592-77.2% | $4,887-83.2% |