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 | $61,013 | $88,672-31.2% | $105,223-42.0% | $82,448-26.0% |
| Participation rate | 32.7% | 67.9%-35.2pp | 75.0%-42.4pp | 68.1%-35.4pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $852 | $3,048-72.1% | $3,689-76.9% | $2,551-66.6% |
| Participant deferral / active EE | $1,594 | $4,036-60.5% | $5,072-68.6% | $4,139-61.5% |
| Admin fee / account holder | $6,207 | $7,146-13.1% | $8,859-29.9% | $7,234-14.2% |