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 | $40,290 | $58,600-31.2% | $83,327-51.6% | $64,173-37.2% |
| Participation rate | 33.3% | 72.0%-38.7pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -2.52% | 9.66%-12.2pp | 10.64%-13.2pp | 7.63%-10.2pp |
| Employer contribution / active EE | $629 | $2,098-70.0% | $3,379-81.4% | $2,381-73.6% |
| Participant deferral / active EE | $1,022 | $4,656-78.1% | $5,565-81.6% | $3,470-70.6% |
| Admin fee / account holder | $389 | $9,282-95.8% | $7,540-94.8% | $4,887-92.0% |