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 | $31,333 | $58,493-46.4% | $84,023-62.7% | $72,976-57.1% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 17.53% | 28.93%-11.4pp | 71.32%-53.8pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $462 | $2,394-80.7% | $3,239-85.7% | $3,608-87.2% |
| Admin fee / account holder | $5,398 | $4,569+18.1% | $6,102-11.5% | $5,124+5.3% |