Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,085 | $77,460-70.2% | $100,378-77.0% | $80,925-71.5% |
| Participation rate | 38.7% | 76.9%-38.2pp | 81.5%-42.8pp | 67.7%-28.9pp |
| Annual return | 15.86% | 37.24%-21.4pp | 49.41%-33.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $781 | $2,801-72.1% | $3,942-80.2% | $2,756-71.7% |
| Participant deferral / active EE | $1,753 | $6,818-74.3% | $8,087-78.3% | $4,299-59.2% |
| Admin fee / account holder | $822 | $5,887-86.0% | $7,899-89.6% | $6,940-88.2% |