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 | $59,419 | $78,690-24.5% | $161,489-63.2% | $87,485-32.1% |
| Participation rate | 30.8% | 67.5%-36.7pp | 78.7%-47.9pp | 68.9%-38.2pp |
| Annual return | 21.14% | 32.74%-11.6pp | 89.72%-68.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,006 | $2,588-61.1% | $4,268-76.4% | $2,596-61.2% |
| Participant deferral / active EE | $942 | $3,311-71.6% | $5,630-83.3% | $4,274-78.0% |
| Admin fee / account holder | $3,033 | $6,724-54.9% | $16,006-81.1% | $7,775-61.0% |