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 | $85,472 | $104,098-17.9% | $140,514-39.2% | $94,015-9.1% |
| Participation rate | 56.9% | 73.7%-16.8pp | 77.8%-20.9pp | 70.8%-13.9pp |
| Annual return | 15.24% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $638 | $2,388-73.3% | $3,378-81.1% | $2,790-77.1% |
| Participant deferral / active EE | $1,712 | $4,033-57.5% | $4,919-65.2% | $4,249-59.7% |
| Admin fee / account holder | $8,580 | $10,439-17.8% | $13,697-37.4% | $8,951-4.1% |