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 | $42,932 | $54,763-21.6% | $90,324-52.5% | $72,976-41.2% |
| Participation rate | 23.5% | 65.2%-41.7pp | 73.3%-49.8pp | 69.5%-46.0pp |
| Annual return | 18.83% | 30.63%-11.8pp | 78.15%-59.3pp | 81.02%-62.2pp |
| Employer contribution / active EE | $234 | $2,093-88.8% | $2,856-91.8% | $2,440-90.4% |
| Participant deferral / active EE | $386 | $2,887-86.6% | $3,885-90.1% | $3,608-89.3% |
| Admin fee / account holder | $801 | $3,973-79.9% | $5,356-85.1% | $5,124-84.4% |