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 | $42,909 | $73,787-41.8% | $98,716-56.5% | $82,448-48.0% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.3%-17.1pp | 68.1%-15.9pp |
| Annual return | 17.43% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $530 | $1,511-64.9% | $2,279-76.7% | $2,551-79.2% |
| Participant deferral / active EE | $1,205 | $3,081-60.9% | $4,048-70.2% | $4,139-70.9% |
| Admin fee / account holder | $3,648 | $6,500-43.9% | $8,703-58.1% | $7,234-49.6% |