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 | $54,414 | $100,194-45.7% | $122,979-55.8% | $86,983-37.4% |
| Participation rate | 35.3% | 73.0%-37.7pp | 77.2%-41.9pp | 69.5%-34.2pp |
| Annual return | 17.26% | 16.47%+0.8pp | 20.12%-2.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,604 | $4,133-61.2% | $5,003-67.9% | $4,194-61.7% |
| Admin fee / account holder | $1,017 | $10,148-90.0% | $12,864-92.1% | $7,856-87.1% |