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 | $57,681 | $67,411-14.4% | $91,004-36.6% | $70,124-17.7% |
| Participation rate | 32.4% | 71.4%-38.9pp | 75.6%-43.2pp | 69.5%-37.1pp |
| Annual return | 15.03% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.1pp |
| Employer contribution / active EE | $745 | $1,786-58.3% | $2,456-69.7% | $2,342-68.2% |
| Participant deferral / active EE | $852 | $2,823-69.8% | $3,548-76.0% | $3,332-74.4% |
| Admin fee / account holder | $4,885 | $4,236+15.3% | $5,417-9.8% | $4,645+5.2% |