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 | $64,229 | $60,349+6.4% | $74,184-13.4% | $62,881+2.1% |
| Participation rate | 19.4% | 72.7%-53.4pp | 76.6%-57.3pp | 69.3%-49.9pp |
| Annual return | 8.14% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $416 | $1,680-75.3% | $2,370-82.5% | $2,281-81.8% |
| Participant deferral / active EE | $1,166 | $2,856-59.2% | $3,550-67.1% | $3,203-63.6% |
| Admin fee / account holder | $6,080 | $4,261+42.7% | $5,586+8.9% | $4,296+41.5% |