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 | $57,086 | $166,268-65.7% | $165,100-65.4% | $145,897-60.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.30% | 100.52%-82.2pp | 70.21%-51.9pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,161 | $5,284-78.0% | $4,348-73.3% | $4,663-75.1% |
| Participant deferral / active EE | $1,450 | $6,964-79.2% | $6,035-76.0% | $6,689-78.3% |
| Admin fee / account holder | $9,340 | $16,659-43.9% | $12,696-26.4% | $13,390-30.2% |