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 | $33,620 | $56,894-40.9% | $84,753-60.3% | $62,881-46.5% |
| Participation rate | 18.6% | 68.5%-49.9pp | 76.6%-57.9pp | 69.3%-50.7pp |
| Annual return | 14.02% | 6.30%+7.7pp | 22.78%-8.8pp | 20.14%-6.1pp |
| Employer contribution / active EE | $672 | $2,400-72.0% | $3,574-81.2% | $2,281-70.5% |
| Participant deferral / active EE | $691 | $2,709-74.5% | $3,712-81.4% | $3,203-78.4% |
| Admin fee / account holder | $933 | $3,581-73.9% | $5,333-82.5% | $4,296-78.3% |