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 | $54,476 | $99,875-45.5% | $146,866-62.9% | $86,983-37.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.5%-41.0pp |
| Annual return | 16.72% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $576 | $3,224-82.1% | $4,425-87.0% | $2,584-77.7% |
| Participant deferral / active EE | $1,561 | $6,322-75.3% | $7,759-79.9% | $4,194-62.8% |
| Admin fee / account holder | $708 | $7,838-91.0% | $13,620-94.8% | $7,856-91.0% |