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 | $61,362 | $86,938-29.4% | $102,423-40.1% | $80,925-24.2% |
| Participation rate | 45.2% | 72.4%-27.2pp | 76.5%-31.3pp | 67.7%-22.5pp |
| Annual return | 25.24% | 18.89%+6.3pp | 29.42%-4.2pp | 35.65%-10.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,831 | $4,120-55.6% | $5,054-63.8% | $4,299-57.4% |
| Admin fee / account holder | $2,666 | $8,053-66.9% | $9,455-71.8% | $6,940-61.6% |