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 | $23,835 | $58,493-59.3% | $84,021-71.6% | $72,975-67.3% |
| Participation rate | 52.1% | 61.2%-9.1pp | 69.0%-16.9pp | 69.5%-17.4pp |
| Annual return | 21.52% | 28.93%-7.4pp | 71.32%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $263 | $1,163-77.4% | $1,984-86.8% | $2,440-89.2% |
| Participant deferral / active EE | $973 | $2,394-59.4% | $3,239-70.0% | $3,608-73.0% |
| Admin fee / account holder | $1,593 | $4,569-65.1% | $6,102-73.9% | $5,124-68.9% |