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 | $99,875-46.0% | $146,866-63.3% | $86,983-38.0% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.5%-37.5pp |
| Annual return | 14.64% | 28.10%-13.5pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $887 | $3,224-72.5% | $4,425-79.9% | $2,584-65.7% |
| Participant deferral / active EE | $1,620 | $6,322-74.4% | $7,759-79.1% | $4,194-61.4% |
| Admin fee / account holder | $9,685 | $7,838+23.6% | $13,620-28.9% | $7,856+23.3% |