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 | $49,371 | $95,904-48.5% | $173,730-71.6% | $64,340-23.3% |
| Participation rate | 26.0% | 60.6%-34.6pp | 79.6%-53.6pp | 55.2%-29.2pp |
| Annual return | 13.85% | 17.47%-3.6pp | 19.96%-6.1pp | 24.14%-10.3pp |
| Employer contribution / active EE | $566 | $2,323-75.6% | $4,577-87.6% | $1,862-69.6% |
| Participant deferral / active EE | $1,084 | $3,488-68.9% | $6,326-82.9% | $2,980-63.6% |
| Admin fee / account holder | $1,923 | $5,089-62.2% | $17,523-89.0% | $3,703-48.1% |