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 | $42,525 | $103,393-58.9% | $87,103-51.2% | $152,909-72.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 19.62% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.8pp |
| Employer contribution / active EE | $671 | $3,221-79.2% | $2,521-73.4% | $4,764-85.9% |
| Participant deferral / active EE | $972 | $4,778-79.7% | $4,049-76.0% | $5,851-83.4% |
| Admin fee / account holder | $860 | $12,195-92.9% | $7,491-88.5% | $11,601-92.6% |