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 | $32,707 | $67,638-51.6% | $133,346-75.5% | $69,733-53.1% |
| Participation rate | 32.5% | 54.3%-21.7pp | 72.8%-40.3pp | 62.5%-29.9pp |
| Annual return | 15.16% | 13.38%+1.8pp | 36.85%-21.7pp | 15.22%-0.1pp |
| Employer contribution / active EE | $377 | $1,177-68.0% | $2,853-86.8% | $2,250-83.3% |
| Participant deferral / active EE | $869 | $2,567-66.1% | $4,332-79.9% | $3,054-71.6% |
| Admin fee / account holder | $8,603 | $4,814+78.7% | $14,264-39.7% | $3,102+177.3% |