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 | $66,188 | $102,385-35.4% | $147,080-55.0% | $80,935-18.2% |
| Participation rate | 46.4% | 75.9%-29.4pp | 82.2%-35.8pp | 67.7%-21.2pp |
| Annual return | 14.18% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,235 | $3,717-66.8% | $4,933-75.0% | $2,757-55.2% |
| Participant deferral / active EE | $2,589 | $6,651-61.1% | $8,066-67.9% | $4,299-39.8% |
| Admin fee / account holder | $5,990 | $7,951-24.7% | $12,989-53.9% | $6,924-13.5% |