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 | $28,143 | $46,464-39.4% | $150,298-81.3% | $79,634-64.7% |
| Participation rate | 10.4% | 57.0%-46.6pp | 77.8%-67.4pp | 62.5%-52.1pp |
| Annual return | 12.75% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $314 | $1,512-79.2% | $4,154-92.4% | $2,529-87.6% |
| Participant deferral / active EE | $397 | $2,157-81.6% | $5,453-92.7% | $3,835-89.7% |
| Admin fee / account holder | $850 | $891-4.6% | $14,116-94.0% | $1,002-15.1% |