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 | $43,093 | $64,890-33.6% | $134,172-67.9% | $67,986-36.6% |
| Participation rate | 12.6% | 48.5%-35.9pp | 72.5%-59.8pp | 57.2%-44.6pp |
| Annual return | 16.83% | 16.12%+0.7pp | 25.30%-8.5pp | 31.67%-14.8pp |
| Employer contribution / active EE | $345 | $1,360-74.6% | $3,420-89.9% | $2,019-82.9% |
| Participant deferral / active EE | $539 | $2,289-76.5% | $4,690-88.5% | $3,358-84.0% |
| Admin fee / account holder | $2,157 | $3,140-31.3% | $12,016-82.1% | $3,203-32.7% |