Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,950 | $72,177+16.3% | $115,038-27.0% | $59,633+40.8% |
| Participation rate | 62.2% | 72.6%-10.4pp | 81.4%-19.2pp | 68.7%-6.5pp |
| Annual return | 1.79% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $710 | $2,841-75.0% | $4,608-84.6% | $2,203-67.8% |
| Participant deferral / active EE | $1,959 | $4,783-59.0% | $6,026-67.5% | $3,192-38.6% |
| Admin fee / account holder | $6,267 | $4,927+27.2% | $8,175-23.3% | $4,297+45.8% |