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 | $61,246 | $46,599+31.4% | $64,101-4.5% | $75,173-18.5% |
| Participation rate | 13.2% | 65.9%-52.8pp | 72.3%-59.2pp | 67.2%-54.0pp |
| Annual return | 14.49% | 26.06%-11.6pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $491 | $1,975-75.1% | $2,749-82.1% | $2,671-81.6% |
| Participant deferral / active EE | $491 | $2,837-82.7% | $3,881-87.3% | $4,126-88.1% |
| Admin fee / account holder | $1,422 | $2,956-51.9% | $3,070-53.7% | $5,651-74.8% |