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 | $34,511 | $63,140-45.3% | $304,612-88.7% | $116,462-70.4% |
| Participation rate | 36.5% | 70.4%-33.8pp | 81.9%-45.4pp | 74.7%-38.2pp |
| Annual return | 19.03% | 15.04%+4.0pp | 329.91%-310.9pp | 15.65%+3.4pp |
| Employer contribution / active EE | $707 | $2,385-70.4% | $7,476-90.5% | $3,231-78.1% |
| Participant deferral / active EE | $912 | $2,741-66.7% | $5,388-83.1% | $3,836-76.2% |
| Admin fee / account holder | $2,989 | $7,583-60.6% | $12,962-76.9% | $12,754-76.6% |