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 | $68,128 | $174,379-60.9% | $152,093-55.2% | $138,895-50.9% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 12.56% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,034 | $4,652-77.8% | $4,175-75.2% | $4,194-75.4% |
| Participant deferral / active EE | $1,478 | $6,159-76.0% | $5,451-72.9% | $6,396-76.9% |
| Admin fee / account holder | $10,612 | $16,880-37.1% | $14,497-26.8% | $12,562-15.5% |