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 | $22,960 | $81,262-71.7% | $155,602-85.2% | $80,911-71.6% |
| Participation rate | 22.9% | 66.2%-43.4pp | 78.2%-55.3pp | 67.6%-44.8pp |
| Annual return | 34.33% | 33.34%+1.0pp | 64.81%-30.5pp | 35.63%-1.3pp |
| Employer contribution / active EE | $497 | $3,102-84.0% | $4,675-89.4% | $2,756-82.0% |
| Participant deferral / active EE | $671 | $3,451-80.6% | $5,629-88.1% | $4,297-84.4% |
| Admin fee / account holder | $887 | $7,992-88.9% | $15,923-94.4% | $6,935-87.2% |