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 | $34,060 | $106,524-68.0% | $152,301-77.6% | $87,485-61.1% |
| Participation rate | 41.1% | 75.8%-34.7pp | 82.4%-41.4pp | 68.9%-27.9pp |
| Annual return | 14.30% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,146 | $3,371-66.0% | $4,624-75.2% | $2,596-55.8% |
| Participant deferral / active EE | $2,092 | $6,525-67.9% | $8,004-73.9% | $4,274-51.0% |
| Admin fee / account holder | $8,795 | $8,287+6.1% | $14,398-38.9% | $7,775+13.1% |