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 | $32,507 | $85,766-62.1% | $136,297-76.1% | $70,131-53.6% |
| Participation rate | 56.1% | 74.2%-18.1pp | 81.9%-25.8pp | 69.5%-13.4pp |
| Annual return | 15.77% | 31.45%-15.7pp | 5156.16%-5140.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,233 | $2,966-58.4% | $4,696-73.7% | $2,342-47.3% |
| Participant deferral / active EE | $1,924 | $5,051-61.9% | $6,247-69.2% | $3,332-42.3% |
| Admin fee / account holder | $7,629 | $5,420+40.7% | $9,244-17.5% | $4,645+64.2% |