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 | $75,825 | $60,349+25.6% | $74,184+2.2% | $62,881+20.6% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 6.90% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,414 | $1,680+43.7% | $2,370+1.9% | $2,281+5.8% |
| Participant deferral / active EE | $423 | $2,856-85.2% | $3,550-88.1% | $3,203-86.8% |
| Admin fee / account holder | $6,556 | $4,261+53.9% | $5,586+17.4% | $4,296+52.6% |