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 | $60,119 | $65,364-8.0% | $92,909-35.3% | $72,975-17.6% |
| Participation rate | 41.3% | 68.3%-27.0pp | 76.0%-34.7pp | 69.5%-28.2pp |
| Annual return | 26.07% | 42.11%-16.0pp | 109.44%-83.4pp | 81.01%-54.9pp |
| Employer contribution / active EE | $929 | $2,594-64.2% | $3,653-74.6% | $2,440-61.9% |
| Participant deferral / active EE | $1,141 | $3,128-63.5% | $4,238-73.1% | $3,608-68.4% |
| Admin fee / account holder | $2,267 | $4,251-46.7% | $5,795-60.9% | $5,124-55.8% |