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 | $69,394 | $73,978-6.2% | $96,515-28.1% | $75,173-7.7% |
| Participation rate | 19.5% | 66.4%-46.9pp | 74.3%-54.8pp | 67.2%-47.7pp |
| Annual return | 17.29% | 26.72%-9.4pp | 35.73%-18.4pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $225 | $3,660-93.8% | $4,880-95.4% | $4,126-94.5% |
| Admin fee / account holder | $6,821 | $5,219+30.7% | $6,735+1.3% | $5,651+20.7% |