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 | $63,846 | $101,302-37.0% | $149,600-57.3% | $82,637-22.7% |
| Participation rate | 69.6% | 72.5%-2.9pp | 77.2%-7.6pp | 68.1%+1.5pp |
| Annual return | 14.87% | 21.39%-6.5pp | 129.59%-114.7pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,081 | $3,099-65.1% | $4,193-74.2% | $2,552-57.7% |
| Participant deferral / active EE | $1,723 | $5,589-69.2% | $7,203-76.1% | $4,126-58.2% |
| Admin fee / account holder | $8,189 | $8,449-3.1% | $13,963-41.4% | $7,339+11.6% |