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 | $65,246 | $41,377+57.7% | $109,313-40.3% | $62,881+3.8% |
| Participation rate | 20.0% | 57.5%-37.5pp | 71.3%-51.3pp | 69.3%-49.3pp |
| Annual return | 8.76% | 11.05%-2.3pp | 22.07%-13.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $570 | $2,045-72.1% | $3,166-82.0% | $3,203-82.2% |
| Admin fee / account holder | $1,275 | $2,884-55.8% | $5,666-77.5% | $4,296-70.3% |