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 | $31,245 | $41,377-24.5% | $109,313-71.4% | $62,881-50.3% |
| Participation rate | 22.6% | 57.5%-34.9pp | 71.3%-48.6pp | 69.3%-46.7pp |
| Annual return | 7.71% | 11.05%-3.3pp | 22.07%-14.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $223 | $1,276-82.5% | $3,892-94.3% | $2,281-90.2% |
| Participant deferral / active EE | $510 | $2,045-75.1% | $3,166-83.9% | $3,203-84.1% |
| Admin fee / account holder | $1,834 | $2,884-36.4% | $5,666-67.6% | $4,296-57.3% |