Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,841 | $70,666-74.8% | $169,369-89.5% | $75,173-76.3% |
| Participation rate | 29.8% | 64.8%-35.0pp | 77.2%-47.3pp | 67.2%-37.4pp |
| Annual return | 16.23% | 36.37%-20.1pp | 405.70%-389.5pp | 160.65%-144.4pp |
| Employer contribution / active EE | $660 | $2,210-70.1% | $4,011-83.5% | $2,670-75.3% |
| Participant deferral / active EE | $988 | $4,308-77.1% | $6,221-84.1% | $4,126-76.1% |
| Admin fee / account holder | $2,164 | $5,402-59.9% | $9,009-76.0% | $5,651-61.7% |