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 | $52,976 | $56,894-6.9% | $84,753-37.5% | $62,881-15.8% |
| Participation rate | 51.9% | 68.5%-16.7pp | 76.6%-24.7pp | 69.3%-17.5pp |
| Annual return | 12.18% | 6.30%+5.9pp | 22.78%-10.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $878 | $2,709-67.6% | $3,712-76.4% | $3,203-72.6% |
| Admin fee / account holder | $2,671 | $3,581-25.4% | $5,333-49.9% | $4,296-37.8% |