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 | $84,535 | $101,618-16.8% | $93,063-9.2% | $137,256-38.4% |
| Participation rate | 27.3% | 74.9%-47.7pp | 72.1%-44.8pp | 80.0%-52.7pp |
| Annual return | 13.21% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $613 | $2,707-77.3% | $2,476-75.2% | $4,156-85.2% |
| Participant deferral / active EE | $613 | $4,279-85.7% | $3,958-84.5% | $6,407-90.4% |
| Admin fee / account holder | $3,453 | $6,198-44.3% | $6,033-42.8% | $12,270-71.9% |