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 | $14,348 | $36,140-60.3% | $73,658-80.5% | $64,340-77.7% |
| Participation rate | 11.3% | 31.0%-19.7pp | 57.0%-45.7pp | 55.2%-43.9pp |
| Annual return | 15.65% | 21.48%-5.8pp | 29.72%-14.1pp | 24.14%-8.5pp |
| Employer contribution / active EE | $115 | $443-74.0% | $1,032-88.8% | $1,862-93.8% |
| Participant deferral / active EE | $162 | $1,023-84.2% | $2,062-92.2% | $2,980-94.6% |
| Admin fee / account holder | $3,678 | $2,513+46.4% | $3,357+9.6% | $3,703-0.7% |