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 | $20,484 | $73,955-72.3% | $96,520-78.8% | $75,181-72.8% |
| Participation rate | 51.3% | 66.4%-15.1pp | 74.3%-23.1pp | 67.2%-15.9pp |
| Annual return | 16.69% | 26.72%-10.0pp | 35.72%-19.0pp | 160.69%-144.0pp |
| Employer contribution / active EE | $2,937 | $2,930+0.3% | $3,739-21.4% | $2,671+10.0% |
| Participant deferral / active EE | $822 | $3,659-77.5% | $4,879-83.1% | $4,126-80.1% |
| Admin fee / account holder | $2,867 | $5,217-45.0% | $6,733-57.4% | $5,650-49.3% |