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 | $54,726 | $62,672-12.7% | $185,117-70.4% | $70,126-22.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 16.37% | 40.79%-24.4pp | 40.50%-24.1pp | 73.15%-56.8pp |
| Employer contribution / active EE | $638 | $1,753-63.6% | $4,182-84.8% | $2,343-72.8% |
| Participant deferral / active EE | $862 | $3,272-73.6% | $5,045-82.9% | $3,332-74.1% |
| Admin fee / account holder | $1,086 | $3,932-72.4% | $8,159-86.7% | $4,645-76.6% |