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 | $36,695 | $48,364-24.1% | $71,796-48.9% | $62,881-41.6% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 9.78% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $252 | $1,042-75.8% | $1,924-86.9% | $2,281-88.9% |
| Participant deferral / active EE | $757 | $2,091-63.8% | $2,794-72.9% | $3,203-76.4% |
| Admin fee / account holder | $620 | $3,771-83.6% | $4,815-87.1% | $4,296-85.6% |