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 | $40,180 | $106,524-62.3% | $152,301-73.6% | $87,485-54.1% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.4%-29.1pp | 68.9%-15.6pp |
| Annual return | 15.33% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $979 | $3,371-71.0% | $4,624-78.8% | $2,596-62.3% |
| Participant deferral / active EE | $2,110 | $6,525-67.7% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $3,586 | $8,287-56.7% | $14,398-75.1% | $7,775-53.9% |