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 | $22,204 | $43,075-48.5% | $74,577-70.2% | $62,881-64.7% |
| Participation rate | 51.7% | 58.1%-6.3pp | 68.1%-16.4pp | 69.3%-17.6pp |
| Annual return | 5.63% | 17.50%-11.9pp | 20.47%-14.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $389 | $2,389-83.7% | $3,458-88.8% | $3,203-87.9% |
| Admin fee / account holder | $2,578 | $2,840-9.2% | $4,138-37.7% | $4,296-40.0% |