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 | $47,374 | $78,707-39.8% | $117,861-59.8% | $70,126-32.4% |
| Participation rate | 53.1% | 73.2%-20.1pp | 79.7%-26.5pp | 69.5%-16.4pp |
| Annual return | 16.34% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $944 | $2,223-57.6% | $3,786-75.1% | $2,343-59.7% |
| Participant deferral / active EE | $1,422 | $3,297-56.9% | $4,482-68.3% | $3,332-57.3% |
| Admin fee / account holder | $10,450 | $5,066+106.3% | $8,021+30.3% | $4,645+124.9% |