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 | $41,301 | $91,424-54.8% | $135,942-69.6% | $71,495-42.2% |
| Participation rate | 39.3% | 75.7%-36.3pp | 81.9%-42.6pp | 67.9%-28.6pp |
| Annual return | 20.94% | 29.90%-9.0pp | 68.28%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $1,460 | $3,704-60.6% | $4,858-69.9% | $2,589-43.6% |
| Participant deferral / active EE | $2,569 | $7,092-63.8% | $7,759-66.9% | $4,291-40.1% |
| Admin fee / account holder | $5,159 | $1,266+307.4% | $10,764-52.1% | $1,588+224.9% |