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 | $79,698 | $79,169+0.7% | $100,415-20.6% | $74,478+7.0% |
| Participation rate | 61.0% | 79.4%-18.4pp | 81.5%-20.5pp | 67.2%-6.2pp |
| Annual return | 23.24% | 20.51%+2.7pp | 49.47%-26.2pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $2,064 | $3,017-31.6% | $3,943-47.7% | $2,626-21.4% |
| Participant deferral / active EE | $3,598 | $7,751-53.6% | $8,091-55.5% | $4,350-17.3% |
| Admin fee / account holder | $1,759 | $1,337+31.5% | $7,906-77.7% | $1,946-9.6% |