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 | $30,091 | $73,787-59.2% | $98,716-69.5% | $82,448-63.5% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.3%-24.6pp | 68.1%-23.3pp |
| Annual return | 13.67% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $599 | $1,511-60.4% | $2,279-73.7% | $2,551-76.5% |
| Participant deferral / active EE | $1,011 | $3,081-67.2% | $4,048-75.0% | $4,139-75.6% |
| Admin fee / account holder | $4,608 | $6,500-29.1% | $8,703-47.1% | $7,234-36.3% |