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 | $44,502 | $65,034-31.6% | $90,970-51.1% | $79,856-44.3% |
| Participation rate | 25.5% | 61.6%-36.1pp | 69.0%-43.5pp | 69.6%-44.2pp |
| Annual return | 12.59% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $679 | $1,247-45.6% | $2,122-68.0% | $2,471-72.5% |
| Participant deferral / active EE | $890 | $2,512-64.6% | $3,373-73.6% | $3,741-76.2% |
| Admin fee / account holder | $5,322 | $4,536+17.3% | $5,961-10.7% | $5,306+0.3% |