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 | $58,526 | $56,894+2.9% | $84,753-30.9% | $62,881-6.9% |
| Participation rate | 30.8% | 68.5%-37.8pp | 76.6%-45.8pp | 69.3%-38.5pp |
| Annual return | 10.33% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $827 | $2,709-69.5% | $3,712-77.7% | $3,203-74.2% |
| Admin fee / account holder | $5,154 | $3,581+43.9% | $5,333-3.4% | $4,296+20.0% |