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 | $58,926 | $67,602-12.8% | $82,312-28.4% | $70,126-16.0% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 14.33% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $852 | $2,987-71.5% | $3,706-77.0% | $3,332-74.4% |
| Admin fee / account holder | $817 | $4,512-81.9% | $5,608-85.4% | $4,645-82.4% |