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 | $25,419 | $58,512-56.6% | $84,020-69.7% | $72,983-65.2% |
| Participation rate | 27.6% | 61.2%-33.6pp | 69.0%-41.4pp | 69.5%-41.9pp |
| Annual return | 19.17% | 28.93%-9.8pp | 71.31%-52.1pp | 81.01%-61.8pp |
| Employer contribution / active EE | $343 | $1,163-70.5% | $1,984-82.7% | $2,440-85.9% |
| Participant deferral / active EE | $482 | $2,394-79.9% | $3,239-85.1% | $3,608-86.6% |
| Admin fee / account holder | $8,325 | $4,569+82.2% | $6,101+36.4% | $5,124+62.5% |