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 | $14,903 | $77,638-80.8% | $156,551-90.5% | $62,881-76.3% |
| Participation rate | 56.3% | 71.2%-14.9pp | 84.0%-27.7pp | 69.3%-13.0pp |
| Annual return | 4.62% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $446 | $3,444-87.0% | $5,501-91.9% | $2,281-80.4% |
| Participant deferral / active EE | $632 | $3,046-79.3% | $4,871-87.0% | $3,203-80.3% |
| Admin fee / account holder | $892 | $5,561-84.0% | $13,028-93.1% | $4,296-79.2% |