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 | $57,973 | $76,371-24.1% | $93,621-38.1% | $72,975-20.6% |
| Participation rate | 46.7% | 71.8%-25.1pp | 75.8%-29.2pp | 69.5%-22.8pp |
| Annual return | 21.46% | 25.82%-4.4pp | 32.76%-11.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $913 | $2,276-59.9% | $2,719-66.4% | $2,440-62.6% |
| Participant deferral / active EE | $1,253 | $3,538-64.6% | $4,070-69.2% | $3,608-65.3% |
| Admin fee / account holder | $1,755 | $6,839-74.3% | $7,890-77.8% | $5,124-65.7% |