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 | $67,919 | $81,457-16.6% | $103,378-34.3% | $80,911-16.1% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 10.84% | 25.58%-14.7pp | 24.91%-14.1pp | 35.63%-24.8pp |
| Employer contribution / active EE | $886 | $3,107-71.5% | $3,870-77.1% | $2,756-67.9% |
| Participant deferral / active EE | $1,125 | $3,871-70.9% | $5,058-77.8% | $4,297-73.8% |
| Admin fee / account holder | $1,445 | $6,717-78.5% | $8,401-82.8% | $6,935-79.2% |