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 | $72,696 | $58,493+24.3% | $84,021-13.5% | $72,975-0.4% |
| Participation rate | 16.1% | 61.2%-45.1pp | 69.0%-52.9pp | 69.5%-53.4pp |
| Annual return | 22.20% | 28.93%-6.7pp | 71.32%-49.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $368 | $1,163-68.4% | $1,984-81.5% | $2,440-84.9% |
| Participant deferral / active EE | $1,051 | $2,394-56.1% | $3,239-67.6% | $3,608-70.9% |
| Admin fee / account holder | $8,823 | $4,569+93.1% | $6,102+44.6% | $5,124+72.2% |