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 | $73,907 | $50,972+45.0% | $88,632-16.6% | $72,976+1.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 68.8%-35.4pp | 69.5%-36.2pp |
| Annual return | 19.18% | 29.62%-10.4pp | 43.75%-24.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $636 | $2,230-71.5% | $2,917-78.2% | $3,608-82.4% |
| Admin fee / account holder | $2,284 | $3,230-29.3% | $4,308-47.0% | $5,124-55.4% |