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 | $45,773 | $61,390-25.4% | $112,228-59.2% | $75,177-39.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 72.4%-39.1pp | 67.2%-33.9pp |
| Annual return | 15.80% | 28.47%-12.7pp | 30.23%-14.4pp | 160.75%-145.0pp |
| Employer contribution / active EE | $678 | $2,015-66.3% | $3,432-80.2% | $2,671-74.6% |
| Participant deferral / active EE | $903 | $3,108-71.0% | $4,800-81.2% | $4,126-78.1% |
| Admin fee / account holder | $8,263 | $4,862+70.0% | $7,752+6.6% | $5,651+46.2% |