Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,532 | $71,230-57.1% | $93,727-67.4% | $80,959-62.3% |
| Participation rate | 22.5% | 60.4%-37.9pp | 68.7%-46.2pp | 67.7%-45.1pp |
| Annual return | 10.45% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $617 | $1,565-60.6% | $2,421-74.5% | $2,757-77.6% |
| Participant deferral / active EE | $1,220 | $4,037-69.8% | $4,417-72.4% | $4,300-71.6% |
| Admin fee / account holder | $632 | $6,961-90.9% | $8,292-92.4% | $6,925-90.9% |