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 | $30,806 | $63,346-51.4% | $92,240-66.6% | $70,126-56.1% |
| Participation rate | 25.9% | 68.7%-42.7pp | 76.5%-50.6pp | 69.5%-43.6pp |
| Annual return | 17.32% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $694 | $2,471-71.9% | $3,680-81.1% | $2,343-70.4% |
| Participant deferral / active EE | $1,132 | $2,854-60.3% | $3,897-71.0% | $3,332-66.0% |
| Admin fee / account holder | $340 | $3,841-91.2% | $5,194-93.5% | $4,645-92.7% |