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 | $79,122 | $106,749-25.9% | $145,433-45.6% | $82,448-4.0% |
| Participation rate | 25.4% | 75.6%-50.3pp | 82.1%-56.7pp | 68.1%-42.7pp |
| Annual return | 15.70% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $736 | $3,444-78.6% | $4,554-83.8% | $2,551-71.1% |
| Participant deferral / active EE | $1,690 | $6,519-74.1% | $7,897-78.6% | $4,139-59.2% |
| Admin fee / account holder | $656 | $8,390-92.2% | $13,129-95.0% | $7,234-90.9% |