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 | $24,730 | $136,860-81.9% | $120,344-79.5% | $154,746-84.0% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 10.01% | 21.38%-11.4pp | 20.30%-10.3pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,114 | $3,533-68.5% | $3,020-63.1% | $4,379-74.6% |
| Participant deferral / active EE | $1,379 | $5,793-76.2% | $5,135-73.1% | $6,730-79.5% |
| Admin fee / account holder | $11,507 | $15,393-25.2% | $12,742-9.7% | $14,365-19.9% |