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 | $30,653 | $72,177-57.5% | $115,038-73.4% | $59,633-48.6% |
| Participation rate | 36.7% | 72.6%-35.9pp | 81.4%-44.7pp | 68.7%-32.0pp |
| Annual return | 0.41% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $535 | $2,841-81.2% | $4,608-88.4% | $2,203-75.7% |
| Participant deferral / active EE | $826 | $4,783-82.7% | $6,026-86.3% | $3,192-74.1% |
| Admin fee / account holder | $2,446 | $4,927-50.4% | $8,175-70.1% | $4,297-43.1% |