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 | $33,397 | $58,493-42.9% | $84,021-60.3% | $72,975-54.2% |
| Participation rate | 39.6% | 61.2%-21.6pp | 69.0%-29.4pp | 69.5%-29.9pp |
| Annual return | 20.46% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $629 | $2,394-73.7% | $3,239-80.6% | $3,608-82.6% |
| Admin fee / account holder | $1,197 | $4,569-73.8% | $6,102-80.4% | $5,124-76.6% |