Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,782 | $58,848-61.3% | $88,179-74.2% | $82,637-72.4% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.1%-54.9pp | 68.1%-53.8pp |
| Annual return | 16.01% | 22.76%-6.7pp | 64.97%-49.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $355 | $1,678-78.9% | $2,549-86.1% | $2,552-86.1% |
| Participant deferral / active EE | $687 | $3,124-78.0% | $4,614-85.1% | $4,126-83.3% |
| Admin fee / account holder | $627 | $4,795-86.9% | $7,673-91.8% | $7,339-91.5% |