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 | $74,644 | $162,136-54.0% | $152,301-51.0% | $154,746-51.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 21.11% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,205 | $4,890-75.4% | $4,624-74.0% | $4,379-72.5% |
| Participant deferral / active EE | $1,425 | $8,341-82.9% | $8,004-82.2% | $6,730-78.8% |
| Admin fee / account holder | $2,495 | $15,759-84.2% | $14,398-82.7% | $14,365-82.6% |