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 | $35,530 | $76,551-53.6% | $123,894-71.3% | $62,881-43.5% |
| Participation rate | 38.6% | 73.0%-34.4pp | 81.4%-42.8pp | 69.3%-30.7pp |
| Annual return | 12.35% | 18.68%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $463 | $2,882-84.0% | $4,617-90.0% | $2,281-79.7% |
| Participant deferral / active EE | $1,925 | $4,840-60.2% | $5,984-67.8% | $3,203-39.9% |
| Admin fee / account holder | $1,641 | $4,826-66.0% | $8,357-80.4% | $4,296-61.8% |