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 | $33,428 | $51,708-35.4% | $106,619-68.6% | $62,881-46.8% |
| Participation rate | 14.7% | 66.9%-52.2pp | 78.0%-63.3pp | 69.3%-54.6pp |
| Annual return | 6.66% | 4.69%+2.0pp | 9.42%-2.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $702 | $2,315-69.7% | $3,930-82.1% | $3,203-78.1% |
| Admin fee / account holder | $782 | $3,349-76.6% | $6,418-87.8% | $4,296-81.8% |