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 | $39,335 | $54,541-27.9% | $78,778-50.1% | $70,126-43.9% |
| Participation rate | 40.9% | 60.8%-19.9pp | 69.2%-28.3pp | 69.5%-28.6pp |
| Annual return | 13.02% | 21.07%-8.1pp | 35.62%-22.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $820 | $2,210-62.9% | $2,958-72.3% | $3,332-75.4% |
| Admin fee / account holder | $1,026 | $3,709-72.3% | $5,134-80.0% | $4,645-77.9% |