Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,404 | $64,517-45.1% | $81,438-56.5% | $80,874-56.2% |
| Participation rate | 11.5% | 63.9%-52.4pp | 69.5%-58.0pp | 67.6%-56.1pp |
| Annual return | 10.57% | 16.35%-5.8pp | 24.74%-14.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $559 | $1,982-71.8% | $2,460-77.3% | $2,756-79.7% |
| Participant deferral / active EE | $813 | $3,096-73.7% | $3,883-79.1% | $4,297-81.1% |
| Admin fee / account holder | $1,827 | $5,677-67.8% | $5,764-68.3% | $6,935-73.7% |