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 | $29,473 | $62,583-52.9% | $76,767-61.6% | $64,173-54.1% |
| Participation rate | 30.5% | 72.8%-42.3pp | 77.0%-46.5pp | 69.6%-39.1pp |
| Annual return | 140.48% | -1.95%+142.4pp | 2.43%+138.1pp | 7.63%+132.9pp |
| Employer contribution / active EE | $747 | $1,832-59.3% | $2,485-70.0% | $2,381-68.6% |
| Participant deferral / active EE | $1,384 | $3,145-56.0% | $3,852-64.1% | $3,470-60.1% |
| Admin fee / account holder | $1,005 | $4,667-78.5% | $6,675-84.9% | $4,887-79.4% |