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 | $71,586 | $97,550-26.6% | $120,344-40.5% | $87,485-18.2% |
| Participation rate | 23.3% | 72.8%-49.5pp | 76.7%-53.4pp | 68.9%-45.6pp |
| Annual return | 22.00% | 18.41%+3.6pp | 20.30%+1.7pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $876 | $4,230-79.3% | $5,135-82.9% | $4,274-79.5% |
| Admin fee / account holder | $319 | $9,543-96.7% | $12,742-97.5% | $7,775-95.9% |