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 | $57,552 | $98,766-41.7% | $149,730-61.6% | $79,852-27.9% |
| Participation rate | 38.6% | 75.8%-37.1pp | 82.5%-43.8pp | 69.6%-31.0pp |
| Annual return | 19.37% | 27.43%-8.1pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,638 | $5,681-71.2% | $6,843-76.1% | $3,740-56.2% |
| Admin fee / account holder | $5,788 | $6,052-4.4% | $9,310-37.8% | $5,306+9.1% |