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 | $28,668 | $57,828-50.4% | $117,039-75.5% | $70,126-59.1% |
| Participation rate | 34.2% | 67.1%-32.9pp | 77.2%-43.0pp | 69.5%-35.3pp |
| Annual return | 21.83% | 17.55%+4.3pp | 18.95%+2.9pp | 73.15%-51.3pp |
| Employer contribution / active EE | $685 | $1,816-62.3% | $3,785-81.9% | $2,343-70.7% |
| Participant deferral / active EE | $835 | $2,438-65.8% | $3,929-78.8% | $3,332-74.9% |
| Admin fee / account holder | $1,875 | $3,548-47.2% | $5,974-68.6% | $4,645-59.6% |