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 | $18,672 | $91,198-79.5% | $178,503-89.5% | $79,856-76.6% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 13.59% | 24.20%-10.6pp | 151.12%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $578 | $3,257-82.3% | $5,011-88.5% | $2,471-76.6% |
| Participant deferral / active EE | $669 | $3,237-79.3% | $5,202-87.1% | $3,741-82.1% |
| Admin fee / account holder | $3,869 | $6,748-42.7% | $13,987-72.3% | $5,306-27.1% |