Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,138 | $83,023-36.0% | $102,437-48.1% | $77,762-31.7% |
| Participation rate | 21.3% | 71.5%-50.3pp | 74.5%-53.2pp | 70.6%-49.3pp |
| Annual return | 14.44% | 19.12%-4.7pp | 24.95%-10.5pp | 31.27%-16.8pp |
| Employer contribution / active EE | $849 | $3,552-76.1% | $3,871-78.1% | $2,728-68.9% |
| Participant deferral / active EE | $1,749 | $4,110-57.4% | $5,060-65.4% | $4,651-62.4% |
| Admin fee / account holder | $2,259 | $639+253.5% | $8,388-73.1% | $433+421.9% |