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 | $21,196 | $47,944-55.8% | $67,834-68.8% | $62,881-66.3% |
| Participation rate | 23.2% | 61.1%-37.9pp | 68.8%-45.6pp | 69.3%-46.1pp |
| Annual return | 6.29% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $893 | $1,562-42.9% | $2,403-62.9% | $2,281-60.9% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,696 | $3,712-27.4% | $4,622-41.7% | $4,296-37.2% |