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 | $55,191 | $167,415-67.0% | $140,514-60.7% | $198,609-72.2% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 9.27% | 13.85%-4.6pp | 14.36%-5.1pp | 202.70%-193.4pp |
| Employer contribution / active EE | $1,179 | $4,088-71.2% | $3,378-65.1% | $5,055-76.7% |
| Participant deferral / active EE | $1,868 | $5,579-66.5% | $4,919-62.0% | $6,977-73.2% |
| Admin fee / account holder | $1,173 | $16,730-93.0% | $13,697-91.4% | $19,030-93.8% |