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 | $31,438 | $73,988-57.5% | $96,538-67.4% | $75,177-58.2% |
| Participation rate | 68.3% | 66.4%+1.8pp | 74.3%-6.1pp | 67.2%+1.0pp |
| Annual return | 18.36% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,769 | $2,930-39.6% | $3,740-52.7% | $2,671-33.8% |
| Participant deferral / active EE | $852 | $3,660-76.7% | $4,880-82.5% | $4,126-79.3% |
| Admin fee / account holder | $2,192 | $5,220-58.0% | $6,737-67.5% | $5,651-61.2% |