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 | $35,187 | $95,404-63.1% | $113,397-69.0% | $82,637-57.4% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.5%-24.6pp | 68.1%-16.2pp |
| Annual return | 14.71% | 19.08%-4.4pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $745 | $2,307-67.7% | $2,977-75.0% | $2,552-70.8% |
| Participant deferral / active EE | $1,808 | $4,220-57.2% | $5,076-64.4% | $4,126-56.2% |
| Admin fee / account holder | $924 | $9,168-89.9% | $11,957-92.3% | $7,339-87.4% |