Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,324 | $81,358-59.0% | $155,556-78.6% | $80,959-58.8% |
| Participation rate | 21.1% | 66.3%-45.2pp | 78.2%-57.2pp | 67.7%-46.6pp |
| Annual return | 12.17% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $744 | $3,106-76.0% | $4,675-84.1% | $2,757-73.0% |
| Participant deferral / active EE | $800 | $3,455-76.8% | $5,631-85.8% | $4,300-81.4% |
| Admin fee / account holder | $13,175 | $7,994+64.8% | $15,885-17.1% | $6,925+90.2% |