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 | $25,133 | $91,179-72.4% | $178,499-85.9% | $79,852-68.5% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.5pp | 69.6%-22.2pp |
| Annual return | 10.95% | 24.19%-13.2pp | 151.10%-140.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $475 | $3,256-85.4% | $5,011-90.5% | $2,471-80.8% |
| Participant deferral / active EE | $735 | $3,236-77.3% | $5,202-85.9% | $3,740-80.3% |
| Admin fee / account holder | $6,650 | $6,749-1.5% | $13,986-52.5% | $5,306+25.3% |