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 | $29,862 | $99,345-69.9% | $84,753-64.8% | $273,972-89.1% |
| Participation rate | 43.5% | 80.7%-37.2pp | 76.6%-33.1pp | 83.0%-39.5pp |
| Annual return | 4.65% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $287 | $4,270-93.3% | $3,712-92.3% | $5,287-94.6% |
| Admin fee / account holder | $2,582 | $6,645-61.1% | $5,333-51.6% | $10,133-74.5% |