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 | $50,932 | $94,436-46.1% | $115,599-55.9% | $82,637-38.4% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.3%-15.9pp | 68.1%-9.7pp |
| Annual return | 15.15% | 18.37%-3.2pp | 111.10%-95.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $732 | $2,324-68.5% | $2,955-75.2% | $2,552-71.3% |
| Participant deferral / active EE | $1,634 | $3,955-58.7% | $4,889-66.6% | $4,126-60.4% |
| Admin fee / account holder | $4,605 | $10,328-55.4% | $12,841-64.1% | $7,339-37.2% |