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 | $22,234 | $58,512-62.0% | $84,020-73.5% | $72,983-69.5% |
| Participation rate | 16.1% | 61.2%-45.2pp | 69.0%-52.9pp | 69.5%-53.4pp |
| Annual return | 22.30% | 28.93%-6.6pp | 71.31%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $389 | $1,163-66.5% | $1,984-80.4% | $2,440-84.0% |
| Participant deferral / active EE | $1,008 | $2,394-57.9% | $3,239-68.9% | $3,608-72.1% |
| Admin fee / account holder | $1,364 | $4,569-70.1% | $6,101-77.6% | $5,124-73.4% |