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 | $65,315 | $156,616-58.3% | $133,346-51.0% | $198,609-67.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 5.22% | 44.25%-39.0pp | 36.85%-31.6pp | 202.70%-197.5pp |
| Employer contribution / active EE | $1,186 | $3,368-64.8% | $2,853-58.4% | $5,055-76.5% |
| Participant deferral / active EE | $1,338 | $4,920-72.8% | $4,332-69.1% | $6,977-80.8% |
| Admin fee / account holder | $32,232 | $17,468+84.5% | $14,264+126.0% | $19,030+69.4% |