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 | $69,956 | $55,458+26.1% | $76,030-8.0% | $77,762-10.0% |
| Participation rate | 17.4% | 63.6%-46.2pp | 69.1%-51.7pp | 70.6%-53.2pp |
| Annual return | 17.25% | 17.10%+0.2pp | 361.54%-344.3pp | 31.27%-14.0pp |
| Employer contribution / active EE | $543 | $1,792-69.7% | $2,688-79.8% | $2,728-80.1% |
| Participant deferral / active EE | $941 | $3,454-72.8% | $4,257-77.9% | $4,651-79.8% |
| Admin fee / account holder | $6,258 | $411+1423.0% | $6,421-2.5% | $433+1345.6% |