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 | $36,977 | $67,606-45.3% | $82,313-55.1% | $70,124-47.3% |
| Participation rate | 27.1% | 72.8%-45.7pp | 76.9%-49.8pp | 69.5%-42.5pp |
| Annual return | 18.04% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $645 | $2,987-78.4% | $3,706-82.6% | $3,332-80.7% |
| Admin fee / account holder | $9,881 | $4,512+119.0% | $5,608+76.2% | $4,645+112.7% |