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 | $44,018 | $106,749-58.8% | $145,433-69.7% | $82,448-46.6% |
| Participation rate | 50.8% | 75.6%-24.9pp | 82.1%-31.3pp | 68.1%-17.3pp |
| Annual return | 16.77% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,334 | $3,444-61.3% | $4,554-70.7% | $2,551-47.7% |
| Participant deferral / active EE | $2,184 | $6,519-66.5% | $7,897-72.3% | $4,139-47.2% |
| Admin fee / account holder | $2,523 | $8,390-69.9% | $13,129-80.8% | $7,234-65.1% |