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 | $33,358 | $78,425-57.5% | $95,956-65.2% | $79,858-58.2% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 10.59% | 19.37%-8.8pp | 91.63%-81.0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $692 | $3,440-79.9% | $4,167-83.4% | $3,740-81.5% |
| Admin fee / account holder | $2,452 | $5,622-56.4% | $6,797-63.9% | $5,306-53.8% |