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 | $55,319 | $102,422-46.0% | $147,117-62.4% | $80,959-31.7% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 13.89% | 135.16%-121.3pp | 420.54%-406.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $954 | $3,717-74.3% | $4,932-80.7% | $2,757-65.4% |
| Participant deferral / active EE | $2,202 | $6,652-66.9% | $8,065-72.7% | $4,300-48.8% |
| Admin fee / account holder | $2,546 | $7,953-68.0% | $12,993-80.4% | $6,925-63.2% |