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 | $28,526 | $115,917-75.4% | $100,535-71.6% | $158,982-82.1% |
| Participation rate | 28.6% | 81.6%-53.0pp | 79.4%-50.8pp | 82.0%-53.4pp |
| Annual return | 10.26% | 34.80%-24.5pp | 30.90%-20.6pp | 302.99%-292.7pp |
| Employer contribution / active EE | $371 | $4,105-91.0% | $3,419-89.2% | $4,763-92.2% |
| Participant deferral / active EE | $583 | $6,677-91.3% | $6,271-90.7% | $5,983-90.3% |
| Admin fee / account holder | $62,112 | $11,002+464.6% | $8,085+668.3% | $11,252+452.0% |