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 | $18,766 | $35,183-46.7% | $73,550-74.5% | $70,126-73.2% |
| Participation rate | 15.5% | 42.9%-27.4pp | 54.9%-39.4pp | 69.5%-54.0pp |
| Annual return | 17.89% | 26.90%-9.0pp | -15.16%+33.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $272 | $709-61.6% | $1,219-77.7% | $2,343-88.4% |
| Participant deferral / active EE | $336 | $1,220-72.4% | $1,804-81.4% | $3,332-89.9% |
| Admin fee / account holder | $342 | $2,302-85.1% | $2,320-85.3% | $4,645-92.6% |