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 | $19,009 | $84,236-77.4% | $170,435-88.8% | $70,126-72.9% |
| Participation rate | 48.6% | 70.8%-22.3pp | 83.6%-35.0pp | 69.5%-21.0pp |
| Annual return | 13.39% | 23.06%-9.7pp | 205.94%-192.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $825 | $3,387-75.6% | $5,432-84.8% | $2,343-64.8% |
| Participant deferral / active EE | $527 | $3,086-82.9% | $4,939-89.3% | $3,332-84.2% |
| Admin fee / account holder | $1,083 | $5,698-81.0% | $13,881-92.2% | $4,645-76.7% |