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 | $79,785 | $110,240-27.6% | $96,544-17.4% | $139,487-42.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 16.12% | 26.41%-10.3pp | 25.88%-9.8pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,174 | $3,622-67.6% | $2,966-60.4% | $4,755-75.3% |
| Participant deferral / active EE | $1,196 | $5,549-78.5% | $4,851-75.4% | $6,713-82.2% |
| Admin fee / account holder | $8,270 | $11,602-28.7% | $8,254+0.2% | $11,407-27.5% |