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 | $29,992 | $60,349-50.3% | $74,184-59.6% | $62,881-52.3% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 7.97% | 21.38%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $422 | $1,680-74.9% | $2,370-82.2% | $2,281-81.5% |
| Participant deferral / active EE | $936 | $2,856-67.2% | $3,550-73.6% | $3,203-70.8% |
| Admin fee / account holder | $10,754 | $4,261+152.4% | $5,586+92.5% | $4,296+150.3% |