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 | $50,765 | $108,825-53.4% | $156,181-67.5% | $82,448-38.4% |
| Participation rate | 42.1% | 72.4%-30.3pp | 78.8%-36.7pp | 68.1%-26.0pp |
| Annual return | 14.30% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $796 | $2,870-72.3% | $4,294-81.5% | $2,551-68.8% |
| Participant deferral / active EE | $1,647 | $4,577-64.0% | $6,132-73.1% | $4,139-60.2% |
| Admin fee / account holder | $2,804 | $9,341-70.0% | $14,586-80.8% | $7,234-61.2% |