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 | $20,501 | $48,300-57.6% | $40,145,923-99.9% | $62,881-67.4% |
| Participation rate | 21.9% | 62.0%-40.2pp | 68.4%-46.5pp | 69.3%-47.4pp |
| Annual return | 7.50% | 6.95%+0.5pp | 5.24%+2.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $278 | $1,333-79.1% | $1,844-84.9% | $2,281-87.8% |
| Participant deferral / active EE | $744 | $2,388-68.9% | $2,591-71.3% | $3,203-76.8% |
| Admin fee / account holder | $9,086 | $2,919+211.3% | $2,903+213.0% | $4,296+111.5% |