Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,528 | $83,485-32.3% | $125,192-54.8% | $72,975-22.5% |
| Participation rate | 52.4% | 73.3%-20.9pp | 79.8%-27.4pp | 69.5%-17.1pp |
| Annual return | 24.08% | 25.77%-1.7pp | 43.79%-19.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,014 | $2,346-56.8% | $3,866-73.8% | $2,440-58.4% |
| Participant deferral / active EE | $1,599 | $3,586-55.4% | $4,937-67.6% | $3,608-55.7% |
| Admin fee / account holder | $454 | $5,518-91.8% | $9,704-95.3% | $5,124-91.1% |