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 | $94,328 | $106,864-11.7% | $147,318-36.0% | $82,637+14.1% |
| Participation rate | 38.5% | 75.5%-37.0pp | 82.1%-43.6pp | 68.1%-29.6pp |
| Annual return | 16.47% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,318 | $3,417-61.4% | $4,593-71.3% | $2,552-48.3% |
| Participant deferral / active EE | $2,410 | $6,496-62.9% | $7,906-69.5% | $4,126-41.6% |
| Admin fee / account holder | $23,784 | $8,415+182.6% | $13,708+73.5% | $7,339+224.1% |