Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,927 | $117,895-36.4% | $102,460-26.9% | $145,897-48.6% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | 14.10% | 31.92%-17.8pp | 29.47%-15.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $763 | $5,736-86.7% | $5,056-84.9% | $6,689-88.6% |
| Admin fee / account holder | $1,081 | $13,353-91.9% | $9,460-88.6% | $13,390-91.9% |