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 | $20,009 | $45,343-55.9% | $150,298-86.7% | $67,986-70.6% |
| Participation rate | 12.6% | 51.9%-39.3pp | 77.8%-65.2pp | 57.2%-44.6pp |
| Annual return | 18.78% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $267 | $1,462-81.7% | $4,154-93.6% | $2,019-86.8% |
| Participant deferral / active EE | $439 | $2,055-78.7% | $5,453-92.0% | $3,358-86.9% |
| Admin fee / account holder | $1,158 | $2,250-48.5% | $14,116-91.8% | $3,203-63.8% |