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 | $35,670 | $48,364-26.2% | $71,796-50.3% | $62,881-43.3% |
| Participation rate | 18.4% | 60.6%-42.2pp | 69.1%-50.7pp | 69.3%-50.9pp |
| Annual return | 5.45% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $220 | $1,042-78.9% | $1,924-88.6% | $2,281-90.4% |
| Participant deferral / active EE | $658 | $2,091-68.5% | $2,794-76.4% | $3,203-79.4% |
| Admin fee / account holder | $5,405 | $3,771+43.3% | $4,815+12.2% | $4,296+25.8% |