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 | $57,904 | $54,763+5.7% | $90,324-35.9% | $72,976-20.7% |
| Participation rate | 18.9% | 65.2%-46.2pp | 73.3%-54.4pp | 69.5%-50.6pp |
| Annual return | 19.98% | 30.63%-10.6pp | 78.15%-58.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $650 | $2,093-68.9% | $2,856-77.2% | $2,440-73.4% |
| Participant deferral / active EE | $746 | $2,887-74.2% | $3,885-80.8% | $3,608-79.3% |
| Admin fee / account holder | $10,611 | $3,973+167.0% | $5,356+98.1% | $5,124+107.1% |