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 | $43,615 | $92,076-52.6% | $105,607-58.7% | $77,736-43.9% |
| Participation rate | 27.9% | 81.0%-53.1pp | 75.3%-47.3pp | 70.6%-42.7pp |
| Annual return | 25.52% | 17.84%+7.7pp | 116.11%-90.6pp | 31.26%-5.7pp |
| Employer contribution / active EE | $994 | $3,370-70.5% | $3,167-68.6% | $2,728-63.6% |
| Participant deferral / active EE | $2,241 | $5,390-58.4% | $5,011-55.3% | $4,651-51.8% |
| Admin fee / account holder | $6,434 | $219+2838.7% | $10,958-41.3% | $433+1384.9% |