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 | $21,910 | $31,388-30.2% | $73,550-70.2% | $62,293-64.8% |
| Participation rate | 21.2% | 39.9%-18.7pp | 54.9%-33.7pp | 69.5%-48.3pp |
| Annual return | 14.84% | 25.34%-10.5pp | -15.16%+30.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $169 | $498-66.1% | $1,219-86.1% | $2,042-91.7% |
| Participant deferral / active EE | $328 | $1,028-68.1% | $1,804-81.8% | $3,169-89.6% |
| Admin fee / account holder | $1,940 | $299+548.1% | $2,320-16.4% | $479+304.8% |