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 | $44,827 | $132,310-66.1% | $105,754-57.6% | $273,972-83.6% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 6.06% | 10.08%-4.0pp | 12.25%-6.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,378 | $4,867-71.7% | $4,079-66.2% | $4,869-71.7% |
| Participant deferral / active EE | $1,751 | $6,233-71.9% | $5,326-67.1% | $5,287-66.9% |
| Admin fee / account holder | $1,852 | $12,036-84.6% | $8,309-77.7% | $10,133-81.7% |