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 | $25,106 | $45,343-44.6% | $150,298-83.3% | $67,986-63.1% |
| Participation rate | 17.2% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-40.0pp |
| Annual return | 13.35% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.3pp |
| Employer contribution / active EE | $229 | $1,462-84.4% | $4,154-94.5% | $2,019-88.7% |
| Participant deferral / active EE | $502 | $2,055-75.6% | $5,453-90.8% | $3,358-85.1% |
| Admin fee / account holder | $3,814 | $2,250+69.5% | $14,116-73.0% | $3,203+19.1% |