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 | $31,494 | $86,919-63.8% | $102,457-69.3% | $80,911-61.1% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.6%-45.7pp |
| Annual return | 14.99% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $531 | $4,119-87.1% | $5,054-89.5% | $4,297-87.6% |
| Admin fee / account holder | $5,334 | $8,049-33.7% | $9,451-43.6% | $6,935-23.1% |