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 | $67,295 | $99,921-32.7% | $85,009-20.8% | $145,959-53.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 9.68% | 83.89%-74.2pp | 66.47%-56.8pp | 561.95%-552.3pp |
| Employer contribution / active EE | $665 | $3,233-79.4% | $2,728-75.6% | $4,661-85.7% |
| Participant deferral / active EE | $831 | $5,293-84.3% | $4,522-81.6% | $6,689-87.6% |
| Admin fee / account holder | $1,646 | $7,252-77.3% | $6,153-73.3% | $13,398-87.7% |