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 | $18,473 | $81,358-77.3% | $155,556-88.1% | $80,959-77.2% |
| Participation rate | 31.0% | 66.3%-35.2pp | 78.2%-47.2pp | 67.7%-36.6pp |
| Annual return | 13.94% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $430 | $3,106-86.1% | $4,675-90.8% | $2,757-84.4% |
| Participant deferral / active EE | $795 | $3,455-77.0% | $5,631-85.9% | $4,300-81.5% |
| Admin fee / account holder | $7,975 | $7,994-0.2% | $15,885-49.8% | $6,925+15.2% |