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 | $75,655 | $123,793-38.9% | $177,848-57.5% | $79,856-5.3% |
| Participation rate | 69.0% | 84.7%-15.6pp | 87.7%-18.7pp | 69.6%-0.6pp |
| Annual return | 15.77% | 22.82%-7.1pp | 48.33%-32.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,565 | $4,095-61.8% | $5,919-73.6% | $2,471-36.7% |
| Participant deferral / active EE | $2,769 | $5,956-53.5% | $7,714-64.1% | $3,741-26.0% |
| Admin fee / account holder | $2,206 | $7,243-69.5% | $12,431-82.3% | $5,306-58.4% |