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 | $71,066 | $56,063+26.8% | $76,051-6.6% | $80,911-12.2% |
| Participation rate | 36.6% | 62.0%-25.5pp | 69.1%-32.5pp | 67.6%-31.1pp |
| Annual return | 13.00% | 20.54%-7.5pp | 360.42%-347.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $596 | $1,874-68.2% | $2,690-77.9% | $2,756-78.4% |
| Participant deferral / active EE | $1,014 | $3,052-66.8% | $4,257-76.2% | $4,297-76.4% |
| Admin fee / account holder | $2,447 | $5,240-53.3% | $6,416-61.9% | $6,935-64.7% |