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 | $46,678 | $89,515-47.9% | $103,065-54.7% | $80,959-42.3% |
| Participation rate | 24.1% | 76.0%-51.9pp | 80.6%-56.5pp | 67.7%-43.6pp |
| Annual return | 13.71% | 22.82%-9.1pp | 23.95%-10.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,573 | $5,463-71.2% | $6,625-76.3% | $4,300-63.4% |
| Admin fee / account holder | $3,020 | $6,527-53.7% | $9,349-67.7% | $6,925-56.4% |