Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,192 | $57,057-50.6% | $85,009-66.8% | $80,874-65.1% |
| Participation rate | 23.5% | 56.4%-32.8pp | 67.5%-44.0pp | 67.6%-44.1pp |
| Annual return | 20.58% | 21.66%-1.1pp | 66.47%-45.9pp | 35.62%-15.0pp |
| Employer contribution / active EE | $1,421 | $1,799-21.0% | $2,728-47.9% | $2,756-48.4% |
| Participant deferral / active EE | $693 | $3,112-77.7% | $4,522-84.7% | $4,297-83.9% |
| Admin fee / account holder | $308 | $4,986-93.8% | $6,153-95.0% | $6,935-95.6% |