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 | $48,443 | $81,233-40.4% | $155,567-68.9% | $80,874-40.1% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 13.62% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,097 | $3,101-64.6% | $4,674-76.5% | $2,756-60.2% |
| Participant deferral / active EE | $493 | $3,452-85.7% | $5,628-91.2% | $4,297-88.5% |
| Admin fee / account holder | $2,276 | $7,998-71.5% | $15,916-85.7% | $6,935-67.2% |