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 | $58,419 | $90,400-35.4% | $186,193-68.6% | $87,485-33.2% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.1%-43.8pp | 68.9%-35.6pp |
| Annual return | 14.30% | 22.15%-7.9pp | 78.03%-63.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $637 | $2,170-70.6% | $3,918-83.7% | $2,596-75.5% |
| Participant deferral / active EE | $1,470 | $4,330-66.0% | $6,513-77.4% | $4,274-65.6% |
| Admin fee / account holder | $5,580 | $8,673-35.7% | $11,058-49.5% | $7,775-28.2% |