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 | $21,617 | $48,078-55.0% | $78,675-72.5% | $62,881-65.6% |
| Participation rate | 30.8% | 65.2%-34.4pp | 73.6%-42.8pp | 69.3%-38.5pp |
| Annual return | 6.45% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $725 | $2,587-72.0% | $3,517-79.4% | $3,203-77.4% |
| Admin fee / account holder | $2,047 | $3,206-36.2% | $4,510-54.6% | $4,296-52.4% |