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 | $82,792 | $70,475+17.5% | $100,530-17.6% | $79,858+3.7% |
| Participation rate | 33.3% | 73.7%-40.3pp | 79.4%-46.1pp | 69.6%-36.3pp |
| Annual return | 15.80% | 21.90%-6.1pp | 30.89%-15.1pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,063 | $2,165-50.9% | $3,418-68.9% | $2,471-57.0% |
| Participant deferral / active EE | $1,767 | $5,181-65.9% | $6,271-71.8% | $3,740-52.8% |
| Admin fee / account holder | $1,743 | $4,478-61.1% | $8,083-78.4% | $5,306-67.2% |