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 | $30,763 | $41,377-25.7% | $109,313-71.9% | $62,881-51.1% |
| Participation rate | 34.2% | 57.5%-23.3pp | 71.3%-37.0pp | 69.3%-35.1pp |
| Annual return | 5.17% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $411 | $1,276-67.8% | $3,892-89.4% | $2,281-82.0% |
| Participant deferral / active EE | $607 | $2,045-70.3% | $3,166-80.8% | $3,203-81.1% |
| Admin fee / account holder | $1,300 | $2,884-54.9% | $5,666-77.1% | $4,296-69.7% |