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 | $26,958 | $56,894-52.6% | $84,753-68.2% | $62,881-57.1% |
| Participation rate | 37.0% | 68.5%-31.5pp | 76.6%-39.6pp | 69.3%-32.3pp |
| Annual return | 6.74% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,308 | $2,400-45.5% | $3,574-63.4% | $2,281-42.6% |
| Participant deferral / active EE | $497 | $2,709-81.7% | $3,712-86.6% | $3,203-84.5% |
| Admin fee / account holder | $1,565 | $3,581-56.3% | $5,333-70.6% | $4,296-63.6% |