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 | $38,364 | $72,492-47.1% | $87,104-56.0% | $72,975-47.4% |
| Participation rate | 64.2% | 72.8%-8.7pp | 76.9%-12.7pp | 69.5%-5.3pp |
| Annual return | 20.23% | 24.46%-4.2pp | 28.19%-8.0pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,014 | $1,894+6.3% | $2,521-20.1% | $2,440-17.5% |
| Participant deferral / active EE | $1,010 | $3,270-69.1% | $4,048-75.0% | $3,608-72.0% |
| Admin fee / account holder | $834 | $5,055-83.5% | $7,491-88.9% | $5,124-83.7% |