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 | $24,627 | $78,015-68.4% | $178,505-86.2% | $80,959-69.6% |
| Participation rate | 47.1% | 65.7%-18.6pp | 77.1%-30.1pp | 67.7%-20.6pp |
| Annual return | 15.87% | 18.10%-2.2pp | 27.16%-11.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $859 | $2,281-62.3% | $3,955-78.3% | $2,757-68.8% |
| Participant deferral / active EE | $1,204 | $4,406-72.7% | $6,280-80.8% | $4,300-72.0% |
| Admin fee / account holder | $2,829 | $7,160-60.5% | $10,428-72.9% | $6,925-59.1% |