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 | $51,736 | $209,336-75.3% | $197,124-73.8% | $137,256-62.3% |
| Participation rate | 41.2% | 87.3%-46.1pp | 86.7%-45.5pp | 80.0%-38.8pp |
| Annual return | 13.85% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,372 | $6,591-79.2% | $6,227-78.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,315 | $9,614-75.9% | $9,135-74.7% | $6,407-63.9% |
| Admin fee / account holder | $3,775 | $17,308-78.2% | $16,298-76.8% | $12,270-69.2% |