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 | $50,686 | $124,346-59.2% | $111,308-54.5% | $167,536-69.7% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 10.72% | 37.45%-26.7pp | 54.67%-43.9pp | 478.82%-468.1pp |
| Employer contribution / active EE | $2,720 | $3,437-20.9% | $2,732-0.4% | $4,839-43.8% |
| Participant deferral / active EE | $1,435 | $5,182-72.3% | $4,487-68.0% | $6,342-77.4% |
| Admin fee / account holder | $1,866 | $10,621-82.4% | $7,965-76.6% | $12,315-84.9% |