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 | $51,982 | $54,541-4.7% | $78,778-34.0% | $70,126-25.9% |
| Participation rate | 4.1% | 60.8%-56.7pp | 69.2%-65.1pp | 69.5%-65.5pp |
| Annual return | 16.25% | 21.07%-4.8pp | 35.62%-19.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $454 | $1,089-58.3% | $1,986-77.2% | $2,343-80.6% |
| Participant deferral / active EE | $575 | $2,210-74.0% | $2,958-80.5% | $3,332-82.7% |
| Admin fee / account holder | $608 | $3,709-83.6% | $5,134-88.1% | $4,645-86.9% |