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 | $80,094 | $86,949-7.9% | $102,460-21.8% | $80,959-1.1% |
| Participation rate | 24.4% | 72.4%-48.0pp | 76.5%-52.1pp | 67.7%-43.2pp |
| Annual return | 13.85% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $734 | $2,370-69.0% | $3,025-75.8% | $2,757-73.4% |
| Participant deferral / active EE | $1,725 | $4,121-58.1% | $5,056-65.9% | $4,300-59.9% |
| Admin fee / account holder | $5,198 | $8,048-35.4% | $9,460-45.1% | $6,925-24.9% |