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 | $35,468 | $81,487-56.5% | $102,412-65.4% | $80,935-56.2% |
| Participation rate | 22.6% | 66.8%-44.3pp | 74.5%-51.9pp | 67.7%-45.1pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $971 | $3,871-74.9% | $5,060-80.8% | $4,299-77.4% |
| Admin fee / account holder | $2,127 | $6,717-68.3% | $8,388-74.6% | $6,924-69.3% |