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 | $57,580 | $81,358-29.2% | $155,556-63.0% | $80,959-28.9% |
| Participation rate | 24.1% | 66.3%-42.1pp | 78.2%-54.1pp | 67.7%-43.5pp |
| Annual return | 19.33% | 33.39%-14.1pp | 64.84%-45.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $488 | $3,106-84.3% | $4,675-89.6% | $2,757-82.3% |
| Participant deferral / active EE | $619 | $3,455-82.1% | $5,631-89.0% | $4,300-85.6% |
| Admin fee / account holder | $2,116 | $7,994-73.5% | $15,885-86.7% | $6,925-69.4% |