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 | $74,720 | $123,478-39.5% | $216,567-65.5% | $94,015-20.5% |
| Participation rate | 55.6% | 75.1%-19.6pp | 81.6%-26.1pp | 70.8%-15.3pp |
| Annual return | 24.00% | 23.61%+0.4pp | 12.94%+11.1pp | 17.84%+6.2pp |
| Employer contribution / active EE | $1,309 | $3,136-58.3% | $5,216-74.9% | $2,790-53.1% |
| Participant deferral / active EE | $1,910 | $4,556-58.1% | $6,191-69.1% | $4,249-55.1% |
| Admin fee / account holder | $1,119 | $12,753-91.2% | $21,981-94.9% | $8,951-87.5% |