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 | $17,552 | $76,407-77.0% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 15.0% | 66.4%-51.4pp | 77.8%-62.8pp | 68.1%-53.1pp |
| Annual return | 16.86% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $486 | $3,214-84.9% | $5,453-91.1% | $4,139-88.3% |
| Admin fee / account holder | $1,367 | $6,352-78.5% | $14,116-90.3% | $7,234-81.1% |