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 | $66,081 | $174,379-62.1% | $152,093-56.6% | $138,895-52.4% |
| Participation rate | 26.7% | 81.6%-55.0pp | 77.8%-51.1pp | 79.9%-53.3pp |
| Annual return | 13.45% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $613 | $6,159-90.0% | $5,451-88.8% | $6,396-90.4% |
| Admin fee / account holder | $9,390 | $16,880-44.4% | $14,497-35.2% | $12,562-25.3% |