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 | $29,529 | $75,541-60.9% | $152,093-80.6% | $82,637-64.3% |
| Participation rate | 34.0% | 66.5%-32.5pp | 77.8%-43.8pp | 68.1%-34.1pp |
| Annual return | 19.97% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $469 | $2,622-82.1% | $4,175-88.8% | $2,552-81.6% |
| Participant deferral / active EE | $553 | $3,206-82.8% | $5,451-89.9% | $4,126-86.6% |
| Admin fee / account holder | $1,051 | $6,405-83.6% | $14,497-92.8% | $7,339-85.7% |