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 | $44,727 | $72,027-37.9% | $185,861-75.9% | $79,856-44.0% |
| Participation rate | 51.2% | 65.8%-14.5pp | 78.0%-26.8pp | 69.6%-18.4pp |
| Annual return | 19.15% | 23.13%-4.0pp | 35.96%-16.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $587 | $1,965-70.1% | $4,088-85.6% | $2,471-76.2% |
| Participant deferral / active EE | $727 | $3,780-80.8% | $5,634-87.1% | $3,741-80.6% |
| Admin fee / account holder | $993 | $4,513-78.0% | $9,503-89.6% | $5,306-81.3% |