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 | $52,361 | $58,848-11.0% | $88,179-40.6% | $82,637-36.6% |
| Participation rate | 21.8% | 57.9%-36.1pp | 69.1%-47.3pp | 68.1%-46.2pp |
| Annual return | 18.78% | 22.76%-4.0pp | 64.97%-46.2pp | 53.51%-34.7pp |
| Employer contribution / active EE | $587 | $1,678-65.0% | $2,549-77.0% | $2,552-77.0% |
| Participant deferral / active EE | $725 | $3,124-76.8% | $4,614-84.3% | $4,126-82.4% |
| Admin fee / account holder | $1,110 | $4,795-76.9% | $7,673-85.5% | $7,339-84.9% |