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 | $22,281 | $84,236-73.5% | $170,435-86.9% | $70,126-68.2% |
| Participation rate | 20.7% | 70.8%-50.1pp | 83.6%-62.9pp | 69.5%-48.9pp |
| Annual return | 20.74% | 23.06%-2.3pp | 205.94%-185.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $424 | $3,387-87.5% | $5,432-92.2% | $2,343-81.9% |
| Participant deferral / active EE | $782 | $3,086-74.7% | $4,939-84.2% | $3,332-76.5% |
| Admin fee / account holder | $753 | $5,698-86.8% | $13,881-94.6% | $4,645-83.8% |