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 | $83,472 | $87,733-4.9% | $106,551-21.7% | $85,856-2.8% |
| Participation rate | 47.7% | 71.9%-24.2pp | 76.1%-28.4pp | 69.3%-21.6pp |
| Annual return | 14.36% | 21.86%-7.5pp | 26.80%-12.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $881 | $2,073-57.5% | $2,819-68.8% | $2,565-65.7% |
| Participant deferral / active EE | $997 | $3,469-71.3% | $4,398-77.3% | $3,952-74.8% |
| Admin fee / account holder | $2,098 | $6,767-69.0% | $7,408-71.7% | $6,261-66.5% |