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 | $45,077 | $86,949-48.2% | $102,460-56.0% | $80,959-44.3% |
| Participation rate | 37.9% | 72.4%-34.5pp | 76.5%-38.6pp | 67.7%-29.7pp |
| Annual return | 12.73% | 18.89%-6.2pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,341 | $4,121-67.5% | $5,056-73.5% | $4,300-68.8% |
| Admin fee / account holder | $4,462 | $8,048-44.5% | $9,460-52.8% | $6,925-35.6% |