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 | $26,672 | $77,901-65.8% | $149,717-82.2% | $75,181-64.5% |
| Participation rate | 40.4% | 65.6%-25.2pp | 78.8%-38.4pp | 67.2%-26.8pp |
| Annual return | 14.42% | 31.73%-17.3pp | 134.41%-120.0pp | 160.69%-146.3pp |
| Employer contribution / active EE | $430 | $3,137-86.3% | $4,820-91.1% | $2,671-83.9% |
| Participant deferral / active EE | $677 | $3,411-80.2% | $5,682-88.1% | $4,126-83.6% |
| Admin fee / account holder | $1,977 | $5,949-66.8% | $13,213-85.0% | $5,650-65.0% |