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 | $34,928 | $48,364-27.8% | $71,796-51.4% | $62,881-44.5% |
| Participation rate | 28.0% | 60.6%-32.7pp | 69.1%-41.2pp | 69.3%-41.3pp |
| Annual return | 19.29% | 13.16%+6.1pp | 78.04%-58.8pp | 20.14%-0.9pp |
| Employer contribution / active EE | $336 | $1,042-67.8% | $1,924-82.6% | $2,281-85.3% |
| Participant deferral / active EE | $772 | $2,091-63.1% | $2,794-72.4% | $3,203-75.9% |
| Admin fee / account holder | $1,093 | $3,771-71.0% | $4,815-77.3% | $4,296-74.6% |