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 | $41,321 | $89,259-53.7% | $107,187-61.4% | $82,637-50.0% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.8pp |
| Annual return | 14.62% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $815 | $3,080-73.5% | $3,782-78.5% | $2,552-68.1% |
| Participant deferral / active EE | $1,586 | $4,037-60.7% | $5,096-68.9% | $4,126-61.6% |
| Admin fee / account holder | $15,211 | $7,381+106.1% | $9,162+66.0% | $7,339+107.3% |