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 | $26,752 | $56,894-53.0% | $84,753-68.4% | $62,881-57.5% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $787 | $2,400-67.2% | $3,574-78.0% | $2,281-65.5% |
| Participant deferral / active EE | $991 | $2,709-63.4% | $3,712-73.3% | $3,203-69.1% |
| Admin fee / account holder | $1,048 | $3,581-70.7% | $5,333-80.4% | $4,296-75.6% |