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 | $53,247 | $97,550-45.4% | $120,344-55.8% | $87,485-39.1% |
| Participation rate | 41.1% | 72.8%-31.8pp | 76.7%-35.6pp | 68.9%-27.9pp |
| Annual return | 16.94% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.1pp |
| Employer contribution / active EE | $699 | $2,291-69.5% | $3,020-76.9% | $2,596-73.1% |
| Participant deferral / active EE | $1,797 | $4,230-57.5% | $5,135-65.0% | $4,274-57.9% |
| Admin fee / account holder | $12,033 | $9,543+26.1% | $12,742-5.6% | $7,775+54.8% |