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 | $20,147 | $110,303-81.7% | $95,759-79.0% | $139,487-85.6% |
| Participation rate | 28.6% | 75.7%-47.2pp | 72.3%-43.7pp | 80.3%-51.8pp |
| Annual return | 14.19% | 27.19%-13.0pp | 28.42%-14.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $341 | $3,261-89.6% | $2,836-88.0% | $4,755-92.8% |
| Participant deferral / active EE | $493 | $4,674-89.4% | $4,244-88.4% | $6,713-92.7% |
| Admin fee / account holder | $4,489 | $6,615-32.1% | $5,678-20.9% | $11,407-60.6% |