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 | $18,472 | $81,331-77.3% | $155,534-88.1% | $80,935-77.2% |
| Participation rate | 22.2% | 66.3%-44.0pp | 78.2%-56.0pp | 67.7%-45.4pp |
| Annual return | 16.77% | 33.37%-16.6pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $559 | $3,105-82.0% | $4,675-88.1% | $2,757-79.7% |
| Participant deferral / active EE | $455 | $3,454-86.8% | $5,630-91.9% | $4,299-89.4% |
| Admin fee / account holder | $22,651 | $7,999+183.2% | $15,900+42.5% | $6,924+227.1% |