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 | $59,524 | $135,956-56.2% | $123,894-52.0% | $273,970-78.3% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,084 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $1,760 | $6,343-72.3% | $5,984-70.6% | $5,287-66.7% |
| Admin fee / account holder | $15,989 | $9,817+62.9% | $8,357+91.3% | $10,132+57.8% |