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 | $93,285 | $100,194-6.9% | $122,979-24.1% | $86,983+7.2% |
| Participation rate | 44.8% | 73.0%-28.1pp | 77.2%-32.4pp | 69.5%-24.7pp |
| Annual return | 12.74% | 16.47%-3.7pp | 20.12%-7.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $659 | $2,326-71.7% | $3,062-78.5% | $2,584-74.5% |
| Participant deferral / active EE | $724 | $4,133-82.5% | $5,003-85.5% | $4,194-82.7% |
| Admin fee / account holder | $19,455 | $10,148+91.7% | $12,864+51.2% | $7,856+147.7% |