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 | $33,317 | $46,688-28.6% | $189,758-82.4% | $69,733-52.2% |
| Participation rate | 15.5% | 61.7%-46.2pp | 79.8%-64.3pp | 62.5%-46.9pp |
| Annual return | 15.51% | 14.35%+1.2pp | 52.62%-37.1pp | 15.22%+0.3pp |
| Employer contribution / active EE | $402 | $1,695-76.3% | $4,767-91.6% | $2,250-82.1% |
| Participant deferral / active EE | $666 | $2,143-68.9% | $5,856-88.6% | $3,054-78.2% |
| Admin fee / account holder | $4,004 | $1,700+135.5% | $20,388-80.4% | $3,102+29.1% |