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 | $79,798 | $136,860-41.7% | $120,344-33.7% | $154,746-48.4% |
| Participation rate | 19.0% | 79.9%-60.8pp | 76.7%-57.7pp | 80.7%-61.7pp |
| Annual return | 15.27% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $509 | $5,793-91.2% | $5,135-90.1% | $6,730-92.4% |
| Admin fee / account holder | $2,019 | $15,393-86.9% | $12,742-84.2% | $14,365-85.9% |