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 | $86,286 | $71,523+20.6% | $98,461-12.4% | $71,511+20.7% |
| Participation rate | 37.6% | 72.7%-35.1pp | 75.2%-37.6pp | 67.9%-30.3pp |
| Annual return | 18.52% | 32.43%-13.9pp | 21.17%-2.7pp | 28.86%-10.3pp |
| Employer contribution / active EE | $723 | $2,399-69.9% | $3,049-76.3% | $2,589-72.1% |
| Participant deferral / active EE | $1,486 | $4,109-63.8% | $4,738-68.6% | $4,291-65.4% |
| Admin fee / account holder | $2,078 | $1,676+24.0% | $8,961-76.8% | $1,588+30.8% |