Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,522 | $77,962-59.6% | $178,540-82.3% | $80,935-61.1% |
| Participation rate | 38.0% | 65.7%-27.7pp | 77.1%-39.1pp | 67.7%-29.7pp |
| Annual return | 11.86% | 18.10%-6.2pp | 27.15%-15.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $750 | $2,280-67.1% | $3,953-81.0% | $2,757-72.8% |
| Participant deferral / active EE | $1,078 | $4,404-75.5% | $6,281-82.8% | $4,299-74.9% |
| Admin fee / account holder | $2,581 | $7,156-63.9% | $10,424-75.2% | $6,924-62.7% |