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 | $26,335 | $49,249-46.5% | $70,476-62.6% | $79,852-67.0% |
| Participation rate | 24.5% | 69.2%-44.7pp | 75.1%-50.6pp | 69.6%-45.1pp |
| Annual return | 11.49% | 30.09%-18.6pp | 109.12%-97.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $498 | $2,100-76.3% | $2,738-81.8% | $2,471-79.8% |
| Participant deferral / active EE | $656 | $2,769-76.3% | $3,710-82.3% | $3,740-82.4% |
| Admin fee / account holder | $1,551 | $2,878-46.1% | $3,847-59.7% | $5,306-70.8% |