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 | $49,281 | $81,474-39.5% | $133,971-63.2% | $73,493-32.9% |
| Participation rate | 22.7% | 76.4%-53.6pp | 79.8%-57.1pp | 70.7%-48.0pp |
| Annual return | 12.11% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $752 | $2,209-66.0% | $3,919-80.8% | $2,270-66.9% |
| Participant deferral / active EE | $1,313 | $3,786-65.3% | $5,047-74.0% | $3,740-64.9% |
| Admin fee / account holder | $4,421 | $713+520.0% | $8,929-50.5% | $513+761.6% |