Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,101 | $98,760-39.1% | $149,715-59.9% | $79,858-24.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 12.58% | 27.43%-14.9pp | 276.66%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,011 | $3,217-68.6% | $4,645-78.2% | $2,471-59.1% |
| Participant deferral / active EE | $2,285 | $5,681-59.8% | $6,842-66.6% | $3,740-38.9% |
| Admin fee / account holder | $3,704 | $6,053-38.8% | $9,310-60.2% | $5,306-30.2% |