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 | $36,462 | $72,607-49.8% | $90,259-59.6% | $87,485-58.3% |
| Participation rate | 25.9% | 64.8%-38.9pp | 70.7%-44.8pp | 68.9%-43.0pp |
| Annual return | 16.78% | 18.59%-1.8pp | 18.88%-2.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $783 | $3,055-74.4% | $3,827-79.5% | $4,274-81.7% |
| Admin fee / account holder | $1,873 | $5,947-68.5% | $7,267-74.2% | $7,775-75.9% |