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 | $46,640 | $77,460-39.8% | $100,378-53.5% | $80,925-42.4% |
| Participation rate | 37.3% | 76.9%-39.6pp | 81.5%-44.2pp | 67.7%-30.3pp |
| Annual return | 12.89% | 37.24%-24.3pp | 49.41%-36.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,134 | $2,801-59.5% | $3,942-71.2% | $2,756-58.8% |
| Participant deferral / active EE | $2,433 | $6,818-64.3% | $8,087-69.9% | $4,299-43.4% |
| Admin fee / account holder | $4,814 | $5,887-18.2% | $7,899-39.1% | $6,940-30.6% |