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 | $73,046 | $94,436-22.7% | $115,599-36.8% | $82,637-11.6% |
| Participation rate | 28.3% | 70.4%-42.1pp | 74.3%-45.9pp | 68.1%-39.7pp |
| Annual return | 14.49% | 18.37%-3.9pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,034 | $3,955-73.9% | $4,889-78.9% | $4,126-74.9% |
| Admin fee / account holder | $8,300 | $10,328-19.6% | $12,841-35.4% | $7,339+13.1% |