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 | $35,402 | $60,349-41.3% | $74,184-52.3% | $62,881-43.7% |
| Participation rate | 52.5% | 72.7%-20.2pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 4.79% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $364 | $1,680-78.3% | $2,370-84.6% | $2,281-84.0% |
| Participant deferral / active EE | $1,227 | $2,856-57.0% | $3,550-65.4% | $3,203-61.7% |
| Admin fee / account holder | $1,381 | $4,261-67.6% | $5,586-75.3% | $4,296-67.9% |