Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,478 | $46,072-42.5% | $69,779-62.1% | $55,167-52.0% |
| Participation rate | 23.9% | 67.5%-43.6pp | 71.8%-48.0pp | 69.0%-45.1pp |
| Annual return | 7.50% | 8.68%-1.2pp | 12.99%-5.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $399 | $1,500-73.4% | $2,338-82.9% | $1,963-79.7% |
| Participant deferral / active EE | $692 | $2,344-70.5% | $2,931-76.4% | $3,054-77.3% |
| Admin fee / account holder | $550 | $428+28.7% | $4,381-87.4% | $504+9.2% |