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 | $26,348 | $77,814-66.1% | $158,223-83.3% | $86,983-69.7% |
| Participation rate | 27.3% | 68.4%-41.1pp | 79.2%-51.9pp | 69.5%-42.3pp |
| Annual return | 13.19% | 30.54%-17.3pp | 52.09%-38.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $318 | $2,592-87.7% | $4,109-92.2% | $2,584-87.7% |
| Participant deferral / active EE | $374 | $3,270-88.5% | $5,467-93.2% | $4,194-91.1% |
| Admin fee / account holder | $1,738 | $5,879-70.4% | $16,047-89.2% | $7,856-77.9% |