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 | $29,819 | $45,266-34.1% | $103,693-71.2% | $65,306-54.3% |
| Participation rate | 16.2% | 53.3%-37.1pp | 72.6%-56.4pp | 57.7%-41.5pp |
| Annual return | 14.71% | 25.10%-10.4pp | 47.61%-32.9pp | 21.94%-7.2pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $290 | $2,099-86.2% | $4,579-93.7% | $2,959-90.2% |
| Admin fee / account holder | $3,354 | $3,221+4.1% | $7,858-57.3% | $3,480-3.6% |