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 | $81,599 | $63,764+28.0% | $81,926-0.4% | $79,858+2.2% |
| Participation rate | 28.6% | 67.5%-38.9pp | 72.0%-43.4pp | 69.6%-41.1pp |
| Annual return | 13.32% | 22.66%-9.3pp | 29.49%-16.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $486 | $1,795-72.9% | $4,310-88.7% | $2,471-80.3% |
| Participant deferral / active EE | $672 | $2,780-75.8% | $7,108-90.5% | $3,740-82.0% |
| Admin fee / account holder | $14,948 | $4,426+237.7% | $5,159+189.8% | $5,306+181.7% |