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 | $28,335 | $49,255-42.5% | $70,494-59.8% | $79,856-64.5% |
| Participation rate | 34.8% | 69.2%-34.3pp | 75.1%-40.2pp | 69.6%-34.8pp |
| Annual return | 9.54% | 30.10%-20.6pp | 109.16%-99.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $728 | $2,768-73.7% | $3,711-80.4% | $3,741-80.5% |
| Admin fee / account holder | $425 | $2,879-85.2% | $3,848-89.0% | $5,306-92.0% |