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 | $32,781 | $81,262-59.7% | $155,602-78.9% | $80,911-59.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 13.96% | 33.34%-19.4pp | 64.81%-50.8pp | 35.63%-21.7pp |
| Employer contribution / active EE | $408 | $3,102-86.8% | $4,675-91.3% | $2,756-85.2% |
| Participant deferral / active EE | $652 | $3,451-81.1% | $5,629-88.4% | $4,297-84.8% |
| Admin fee / account holder | $464 | $7,992-94.2% | $15,923-97.1% | $6,935-93.3% |