Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,947 | $106,749-49.5% | $145,433-62.9% | $82,448-34.6% |
| Participation rate | 32.0% | 75.6%-43.6pp | 82.1%-50.1pp | 68.1%-36.1pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $887 | $3,444-74.2% | $4,554-80.5% | $2,551-65.2% |
| Participant deferral / active EE | $1,620 | $6,519-75.2% | $7,897-79.5% | $4,139-60.9% |
| Admin fee / account holder | $9,685 | $8,390+15.4% | $13,129-26.2% | $7,234+33.9% |