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 | $98,747 | $109,782-10.1% | $260,467-62.1% | $94,015+5.0% |
| Participation rate | 32.1% | 67.2%-35.1pp | 80.5%-48.3pp | 70.8%-38.7pp |
| Annual return | 18.07% | 18.60%-0.5pp | 100.60%-82.5pp | 17.84%+0.2pp |
| Employer contribution / active EE | $677 | $2,147-68.5% | $4,239-84.0% | $2,790-75.7% |
| Participant deferral / active EE | $998 | $4,044-75.3% | $6,319-84.2% | $4,249-76.5% |
| Admin fee / account holder | $10,213 | $11,958-14.6% | $15,461-33.9% | $8,951+14.1% |