Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,298 | $74,535-23.1% | $100,712-43.1% | $82,637-30.7% |
| Participation rate | 47.5% | 61.2%-13.7pp | 69.3%-21.8pp | 68.1%-20.6pp |
| Annual return | 15.39% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $606 | $1,503-59.7% | $2,313-73.8% | $2,552-76.3% |
| Participant deferral / active EE | $950 | $3,074-69.1% | $4,085-76.8% | $4,126-77.0% |
| Admin fee / account holder | $1,472 | $6,576-77.6% | $9,256-84.1% | $7,339-79.9% |