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 | $26,955 | $56,054-51.9% | $171,082-84.2% | $62,881-57.1% |
| Participation rate | 43.2% | 62.9%-19.6pp | 76.7%-33.5pp | 69.3%-26.1pp |
| Annual return | 8.45% | 22.52%-14.1pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $389 | $1,731-77.5% | $4,002-90.3% | $2,281-82.9% |
| Participant deferral / active EE | $888 | $3,158-71.9% | $4,797-81.5% | $3,203-72.3% |
| Admin fee / account holder | $1,128 | $3,647-69.1% | $8,520-86.8% | $4,296-73.7% |