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 | $66,589 | $67,602-1.5% | $82,312-19.1% | $70,126-5.0% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.9%-20.6pp | 69.5%-13.3pp |
| Annual return | 20.37% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $518 | $1,755-70.5% | $2,428-78.7% | $2,343-77.9% |
| Participant deferral / active EE | $1,311 | $2,987-56.1% | $3,706-64.6% | $3,332-60.7% |
| Admin fee / account holder | $3,559 | $4,512-21.1% | $5,608-36.5% | $4,645-23.4% |