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 | $76,390 | $95,453-20.0% | $112,040-31.8% | $82,448-7.3% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.5%-34.6pp | 68.1%-26.1pp |
| Annual return | 15.73% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,006 | $4,224-76.2% | $5,098-80.3% | $4,139-75.7% |
| Admin fee / account holder | $481 | $9,013-94.7% | $12,098-96.0% | $7,234-93.4% |