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 | $37,816 | $181,896-79.2% | $156,551-75.8% | $273,972-86.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.28% | 30.74%-26.5pp | 32.23%-27.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,593 | $6,248-74.5% | $5,501-71.0% | $4,869-67.3% |
| Participant deferral / active EE | $1,455 | $5,550-73.8% | $4,871-70.1% | $5,287-72.5% |
| Admin fee / account holder | $2,262 | $15,560-85.5% | $13,028-82.6% | $10,133-77.7% |