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 | $28,095 | $65,034-56.8% | $90,970-69.1% | $79,856-64.8% |
| Participation rate | 51.1% | 61.6%-10.5pp | 69.0%-17.9pp | 69.6%-18.5pp |
| Annual return | 18.39% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $503 | $1,247-59.7% | $2,122-76.3% | $2,471-79.7% |
| Participant deferral / active EE | $238 | $2,512-90.5% | $3,373-92.9% | $3,741-93.6% |
| Admin fee / account holder | $1,921 | $4,536-57.6% | $5,961-67.8% | $5,306-63.8% |