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 | $81,380 | $104,098-21.8% | $140,514-42.1% | $94,015-13.4% |
| Participation rate | 43.8% | 73.7%-30.0pp | 77.8%-34.0pp | 70.8%-27.1pp |
| Annual return | 17.07% | 15.14%+1.9pp | 14.36%+2.7pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,732 | $4,033-57.0% | $4,919-64.8% | $4,249-59.2% |
| Admin fee / account holder | $1,042 | $10,439-90.0% | $13,697-92.4% | $8,951-88.4% |