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 | $65,226 | $68,398-4.6% | $94,664-31.1% | $75,173-13.2% |
| Participation rate | 55.9% | 76.1%-20.2pp | 80.8%-24.9pp | 67.2%-11.3pp |
| Annual return | 21.12% | 616.72%-595.6pp | 156.84%-135.7pp | 160.72%-139.6pp |
| Employer contribution / active EE | $617 | $2,701-77.1% | $3,673-83.2% | $2,671-76.9% |
| Participant deferral / active EE | $2,039 | $6,537-68.8% | $7,417-72.5% | $4,126-50.6% |
| Admin fee / account holder | $2,419 | $5,324-54.6% | $7,222-66.5% | $5,651-57.2% |