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 | $46,305 | $45,566+1.6% | $64,105-27.8% | $59,633-22.4% |
| Participation rate | 22.9% | 60.2%-37.3pp | 68.2%-45.3pp | 68.7%-45.8pp |
| Annual return | 2.41% | 4.95%-2.5pp | 791.24%-788.8pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $289 | $934-69.0% | $1,820-84.1% | $2,203-86.9% |
| Participant deferral / active EE | $825 | $2,057-59.9% | $2,822-70.8% | $3,192-74.2% |
| Admin fee / account holder | $542 | $3,268-83.4% | $4,499-87.9% | $4,297-87.4% |