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 | $52,166 | $87,834-40.6% | $133,975-61.1% | $62,881-17.0% |
| Participation rate | 68.1% | 83.4%-15.3pp | 87.1%-18.9pp | 69.3%-1.2pp |
| Annual return | 10.00% | 12.05%-2.1pp | 29.29%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,490 | $3,482-57.2% | $5,211-71.4% | $2,281-34.7% |
| Participant deferral / active EE | $1,863 | $4,812-61.3% | $6,282-70.3% | $3,203-41.8% |
| Admin fee / account holder | $630 | $5,372-88.3% | $9,324-93.2% | $4,296-85.3% |