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 | $69,669 | $91,198-23.6% | $178,503-61.0% | $79,856-12.8% |
| Participation rate | 6.3% | 69.2%-63.0pp | 81.9%-75.7pp | 69.6%-63.4pp |
| Annual return | 19.49% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $455 | $3,237-85.9% | $5,202-91.3% | $3,741-87.8% |
| Admin fee / account holder | $5,515 | $6,748-18.3% | $13,987-60.6% | $5,306+3.9% |