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 | $75,198 | $82,523-8.9% | $115,752-35.0% | $70,124+7.2% |
| Participation rate | 42.1% | 74.0%-31.9pp | 77.8%-35.7pp | 69.5%-27.4pp |
| Annual return | 16.37% | 28.22%-11.8pp | 19.41%-3.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,499 | $4,062-63.1% | $5,204-71.2% | $3,332-55.0% |
| Admin fee / account holder | $609 | $4,552-86.6% | $6,278-90.3% | $4,645-86.9% |