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 | $55,125 | $60,349-8.7% | $74,184-25.7% | $62,881-12.3% |
| Participation rate | 15.7% | 72.7%-57.0pp | 76.6%-60.9pp | 69.3%-53.6pp |
| Annual return | 6.61% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $207 | $2,856-92.7% | $3,550-94.2% | $3,203-93.5% |
| Admin fee / account holder | $2,979 | $4,261-30.1% | $5,586-46.7% | $4,296-30.7% |