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 | $30,643 | $88,672-65.4% | $105,223-70.9% | $82,448-62.8% |
| Participation rate | 35.7% | 67.9%-32.2pp | 75.0%-39.3pp | 68.1%-32.4pp |
| Annual return | 19.12% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $897 | $3,048-70.6% | $3,689-75.7% | $2,551-64.8% |
| Participant deferral / active EE | $1,420 | $4,036-64.8% | $5,072-72.0% | $4,139-65.7% |
| Admin fee / account holder | $2,084 | $7,146-70.8% | $8,859-76.5% | $7,234-71.2% |