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 | $73,226 | $165,361-55.7% | $149,715-51.1% | $158,950-53.9% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 11.77% | 348.24%-336.5pp | 276.66%-264.9pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,077 | $5,103-78.9% | $4,645-76.8% | $4,762-77.4% |
| Participant deferral / active EE | $1,914 | $7,182-73.3% | $6,842-72.0% | $5,983-68.0% |
| Admin fee / account holder | $339 | $10,808-96.9% | $9,310-96.4% | $11,248-97.0% |