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 | $57,983 | $118,708-51.2% | $98,920-41.4% | $158,982-63.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 9.08% | 372.49%-363.4pp | 196.47%-187.4pp | 302.99%-293.9pp |
| Employer contribution / active EE | $697 | $3,334-79.1% | $2,689-74.1% | $4,763-85.4% |
| Participant deferral / active EE | $896 | $5,089-82.4% | $4,245-78.9% | $5,983-85.0% |
| Admin fee / account holder | $2,439 | $10,134-75.9% | $6,643-63.3% | $11,252-78.3% |