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 | $45,572 | $95,453-52.3% | $112,040-59.3% | $82,448-44.7% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.5%-25.1pp | 68.1%-16.7pp |
| Annual return | 12.96% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $834 | $2,318-64.0% | $2,954-71.8% | $2,551-67.3% |
| Participant deferral / active EE | $1,162 | $4,224-72.5% | $5,098-77.2% | $4,139-71.9% |
| Admin fee / account holder | $1,039 | $9,013-88.5% | $12,098-91.4% | $7,234-85.6% |