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 | $35,178 | $64,359-45.3% | $90,161-61.0% | $70,126-49.8% |
| Participation rate | 43.8% | 70.4%-26.6pp | 76.9%-33.1pp | 69.5%-25.7pp |
| Annual return | 14.42% | 28.13%-13.7pp | 34.89%-20.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $612 | $4,389-86.1% | $5,287-88.4% | $3,332-81.6% |
| Admin fee / account holder | $511 | $3,945-87.0% | $5,943-91.4% | $4,645-89.0% |