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 | $16,445 | $48,078-65.8% | $78,676-79.1% | $62,881-73.8% |
| Participation rate | 32.2% | 65.2%-33.0pp | 73.6%-41.4pp | 69.3%-37.1pp |
| Annual return | 19.96% | 31.36%-11.4pp | 62.19%-42.2pp | 20.14%-0.2pp |
| Employer contribution / active EE | $291 | $2,015-85.6% | $2,850-89.8% | $2,281-87.2% |
| Participant deferral / active EE | $565 | $2,587-78.2% | $3,517-83.9% | $3,203-82.4% |
| Admin fee / account holder | $2,150 | $3,206-32.9% | $4,510-52.3% | $4,296-50.0% |