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 | $30,729 | $86,940-64.7% | $102,434-70.0% | $80,935-62.0% |
| Participation rate | 65.7% | 72.4%-6.7pp | 76.5%-10.8pp | 67.7%-1.9pp |
| Annual return | 15.78% | 18.89%-3.1pp | 29.46%-13.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,042 | $2,370-56.0% | $3,023-65.5% | $2,757-62.2% |
| Participant deferral / active EE | $1,063 | $4,121-74.2% | $5,055-79.0% | $4,299-75.3% |
| Admin fee / account holder | $2,733 | $8,047-66.0% | $9,462-71.1% | $6,924-60.5% |