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 | $61,974 | $68,681-9.8% | $86,615-28.4% | $85,847-27.8% |
| Participation rate | 46.7% | 66.4%-19.7pp | 71.6%-25.0pp | 69.3%-22.7pp |
| Annual return | 11.33% | 20.12%-8.8pp | 63.51%-52.2pp | 318.61%-307.3pp |
| Employer contribution / active EE | $375 | $1,880-80.1% | $2,496-85.0% | $2,565-85.4% |
| Participant deferral / active EE | $917 | $2,919-68.6% | $3,699-75.2% | $3,952-76.8% |
| Admin fee / account holder | $11,915 | $5,974+99.4% | $5,830+104.4% | $6,261+90.3% |