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 | $77,229 | $86,298-10.5% | $111,308-30.6% | $85,847-10.0% |
| Participation rate | 48.8% | 73.3%-24.6pp | 77.3%-28.6pp | 69.3%-20.6pp |
| Annual return | 15.82% | 19.99%-4.2pp | 54.67%-38.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $668 | $2,044-67.3% | $2,732-75.5% | $2,565-74.0% |
| Participant deferral / active EE | $1,673 | $3,641-54.0% | $4,487-62.7% | $3,952-57.7% |
| Admin fee / account holder | $4,428 | $8,189-45.9% | $7,965-44.4% | $6,261-29.3% |