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 | $26,227 | $57,065-54.0% | $75,670-65.3% | $70,131-62.6% |
| Participation rate | 47.1% | 68.1%-21.0pp | 72.3%-25.3pp | 69.5%-22.5pp |
| Annual return | 20.46% | 23.57%-3.1pp | 27.34%-6.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $315 | $2,580-87.8% | $3,142-90.0% | $3,332-90.6% |
| Admin fee / account holder | $2,023 | $3,825-47.1% | $5,800-65.1% | $4,645-56.5% |