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 | $19,213 | $35,183-45.4% | $73,545-73.9% | $70,124-72.6% |
| Participation rate | 24.0% | 42.9%-18.9pp | 54.9%-30.9pp | 69.5%-45.5pp |
| Annual return | 12.65% | 26.90%-14.3pp | -15.16%+27.8pp | 73.14%-60.5pp |
| Employer contribution / active EE | $154 | $709-78.2% | $1,219-87.3% | $2,342-93.4% |
| Participant deferral / active EE | $242 | $1,220-80.1% | $1,806-86.6% | $3,332-92.7% |
| Admin fee / account holder | $1,569 | $2,302-31.8% | $2,320-32.4% | $4,645-66.2% |