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 | $156,398-52.3% | $147,318-49.3% | $138,895-46.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 21.11% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,205 | $4,853-75.2% | $4,593-73.8% | $4,194-71.3% |
| Participant deferral / active EE | $1,425 | $8,237-82.7% | $7,906-82.0% | $6,396-77.7% |
| Admin fee / account holder | $2,495 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |