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 | $52,331 | $95,404-45.1% | $113,397-53.9% | $82,637-36.7% |
| Participation rate | 31.1% | 72.8%-41.7pp | 76.5%-45.3pp | 68.1%-36.9pp |
| Annual return | 31.83% | 19.08%+12.8pp | 23.20%+8.6pp | 53.51%-21.7pp |
| Employer contribution / active EE | $1,083 | $2,307-53.0% | $2,977-63.6% | $2,552-57.6% |
| Participant deferral / active EE | $1,932 | $4,220-54.2% | $5,076-61.9% | $4,126-53.2% |
| Admin fee / account holder | $5,545 | $9,168-39.5% | $11,957-53.6% | $7,339-24.4% |