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 | $35,423 | $69,273-48.9% | $90,796-61.0% | $82,637-57.1% |
| Participation rate | 14.8% | 64.0%-49.2pp | 69.5%-54.7pp | 68.1%-53.2pp |
| Annual return | 14.23% | 18.37%-4.1pp | 19.29%-5.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $174 | $3,047-94.3% | $3,822-95.4% | $4,126-95.8% |
| Admin fee / account holder | $7,195 | $5,511+30.6% | $7,024+2.4% | $7,339-2.0% |