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 | $45,088 | $72,492-37.8% | $87,104-48.2% | $72,975-38.2% |
| Participation rate | 31.4% | 72.8%-41.4pp | 76.9%-45.5pp | 69.5%-38.1pp |
| Annual return | 24.31% | 24.46%-0.1pp | 28.19%-3.9pp | 81.01%-56.7pp |
| Employer contribution / active EE | $739 | $1,894-61.0% | $2,521-70.7% | $2,440-69.7% |
| Participant deferral / active EE | $1,223 | $3,270-62.6% | $4,048-69.8% | $3,608-66.1% |
| Admin fee / account holder | $2,329 | $5,055-53.9% | $7,491-68.9% | $5,124-54.6% |