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 | $35,573 | $60,352-41.1% | $74,185-52.0% | $62,881-43.4% |
| Participation rate | 29.4% | 72.7%-43.3pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 5.04% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $579 | $2,856-79.7% | $3,550-83.7% | $3,203-81.9% |
| Admin fee / account holder | $612 | $4,261-85.6% | $5,586-89.1% | $4,296-85.8% |