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 | $77,052 | $94,315-18.3% | $239,403-67.8% | $116,462-33.8% |
| Participation rate | 69.2% | 71.7%-2.5pp | 82.2%-12.9pp | 74.7%-5.5pp |
| Annual return | 16.53% | 19.05%-2.5pp | 3.34%+13.2pp | 15.65%+0.9pp |
| Employer contribution / active EE | $527 | $1,745-69.8% | $4,656-88.7% | $3,231-83.7% |
| Participant deferral / active EE | $1,303 | $2,870-54.6% | $4,239-69.2% | $3,836-66.0% |
| Admin fee / account holder | $2,487 | $9,071-72.6% | $21,121-88.2% | $12,754-80.5% |