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 | $52,327 | $101,752-48.6% | $164,928-68.3% | $80,911-35.3% |
| Participation rate | 45.3% | 71.8%-26.6pp | 78.6%-33.3pp | 67.6%-22.4pp |
| Annual return | 17.82% | 16.73%+1.1pp | 70.08%-52.3pp | 35.63%-17.8pp |
| Employer contribution / active EE | $981 | $2,953-66.8% | $4,343-77.4% | $2,756-64.4% |
| Participant deferral / active EE | $1,717 | $4,477-61.6% | $6,034-71.5% | $4,297-60.0% |
| Admin fee / account holder | $3,279 | $8,218-60.1% | $12,684-74.1% | $6,935-52.7% |