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 | $94,247 | $95,453-1.3% | $112,040-15.9% | $82,448+14.3% |
| Participation rate | 47.4% | 72.8%-25.4pp | 76.5%-29.1pp | 68.1%-20.7pp |
| Annual return | 16.26% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,303 | $2,318-43.8% | $2,954-55.9% | $2,551-48.9% |
| Participant deferral / active EE | $1,943 | $4,224-54.0% | $5,098-61.9% | $4,139-53.1% |
| Admin fee / account holder | $2,696 | $9,013-70.1% | $12,098-77.7% | $7,234-62.7% |