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 | $45,513 | $49,025-7.2% | $87,502-48.0% | $62,881-27.6% |
| Participation rate | 31.3% | 64.9%-33.6pp | 73.8%-42.6pp | 69.3%-38.1pp |
| Annual return | 8.46% | 10.02%-1.6pp | 12.21%-3.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $631 | $2,289-72.5% | $3,149-80.0% | $3,203-80.3% |
| Admin fee / account holder | $1,511 | $4,065-62.8% | $4,221-64.2% | $4,296-64.8% |