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 | $75,585 | $91,559-17.4% | $133,971-43.6% | $79,852-5.3% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 10.69% | 61.85%-51.2pp | 45.09%-34.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $715 | $2,384-70.0% | $3,919-81.8% | $2,471-71.1% |
| Participant deferral / active EE | $1,613 | $3,734-56.8% | $5,047-68.0% | $3,740-56.9% |
| Admin fee / account holder | $23,818 | $6,321+276.8% | $8,929+166.7% | $5,306+348.9% |