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 | $84,035 | $59,191+42.0% | $76,767+9.5% | $56,289+49.3% |
| Participation rate | 19.0% | 75.2%-56.2pp | 77.0%-58.0pp | 69.9%-50.9pp |
| Annual return | -1.57% | 6.62%-8.2pp | 2.43%-4.0pp | -9.96%+8.4pp |
| Employer contribution / active EE | $965 | $1,759-45.1% | $2,485-61.2% | $2,111-54.3% |
| Participant deferral / active EE | $1,155 | $3,255-64.5% | $3,852-70.0% | $3,350-65.5% |
| Admin fee / account holder | $7,586 | $489+1450.6% | $6,675+13.6% | $521+1356.1% |