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 | $78,671 | $102,422-23.2% | $147,117-46.5% | $80,959-2.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 13.16% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,281 | $3,717-65.5% | $4,932-74.0% | $2,757-53.5% |
| Participant deferral / active EE | $2,292 | $6,652-65.5% | $8,065-71.6% | $4,300-46.7% |
| Admin fee / account holder | $4,587 | $7,953-42.3% | $12,993-64.7% | $6,925-33.8% |