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 | $31,663 | $80,985-60.9% | $96,576-67.2% | $75,181-57.9% |
| Participation rate | 49.2% | 71.8%-22.6pp | 76.0%-26.7pp | 67.2%-18.0pp |
| Annual return | 13.96% | 27.05%-13.1pp | 25.87%-11.9pp | 160.69%-146.7pp |
| Employer contribution / active EE | $879 | $2,282-61.5% | $2,965-70.3% | $2,671-67.1% |
| Participant deferral / active EE | $1,506 | $3,929-61.7% | $4,851-68.9% | $4,126-63.5% |
| Admin fee / account holder | $4,863 | $6,719-27.6% | $8,253-41.1% | $5,650-13.9% |