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 | $35,279 | $87,834-59.8% | $133,975-73.7% | $62,881-43.9% |
| Participation rate | 52.8% | 83.4%-30.6pp | 87.1%-34.3pp | 69.3%-16.5pp |
| Annual return | 7.38% | 12.05%-4.7pp | 29.29%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,954 | $4,812-59.4% | $6,282-68.9% | $3,203-39.0% |
| Admin fee / account holder | $1,260 | $5,372-76.5% | $9,324-86.5% | $4,296-70.7% |