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 | $50,911 | $87,106-41.6% | $105,607-51.8% | $80,935-37.1% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.7%-13.8pp |
| Annual return | 11.27% | 17.01%-5.7pp | 116.11%-104.8pp | 35.66%-24.4pp |
| Employer contribution / active EE | $689 | $2,396-71.2% | $3,167-78.2% | $2,757-75.0% |
| Participant deferral / active EE | $1,613 | $3,986-59.5% | $5,011-67.8% | $4,299-62.5% |
| Admin fee / account holder | $2,709 | $8,447-67.9% | $10,958-75.3% | $6,924-60.9% |