Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,125 | $81,504-38.5% | $102,437-51.1% | $80,959-38.1% |
| Participation rate | 66.0% | 66.9%-0.8pp | 74.5%-8.5pp | 67.7%-1.6pp |
| Annual return | 16.33% | 25.60%-9.3pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $940 | $3,104-69.7% | $3,871-75.7% | $2,757-65.9% |
| Participant deferral / active EE | $1,595 | $3,871-58.8% | $5,060-68.5% | $4,300-62.9% |
| Admin fee / account holder | $3,264 | $6,719-51.4% | $8,388-61.1% | $6,925-52.9% |