Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,395 | $86,919-62.7% | $102,457-68.4% | $80,911-60.0% |
| Participation rate | 47.2% | 72.4%-25.2pp | 76.5%-29.3pp | 67.6%-20.4pp |
| Annual return | 13.54% | 18.90%-5.4pp | 29.41%-15.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,102 | $2,368-53.5% | $3,022-63.5% | $2,756-60.0% |
| Participant deferral / active EE | $1,509 | $4,119-63.4% | $5,054-70.1% | $4,297-64.9% |
| Admin fee / account holder | $7,247 | $8,049-10.0% | $9,451-23.3% | $6,935+4.5% |