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 | $64,524 | $74,535-13.4% | $100,712-35.9% | $82,637-21.9% |
| Participation rate | 10.0% | 61.2%-51.2pp | 69.3%-59.3pp | 68.1%-58.1pp |
| Annual return | 20.89% | 18.92%+2.0pp | 33.27%-12.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $295 | $3,074-90.4% | $4,085-92.8% | $4,126-92.8% |
| Admin fee / account holder | $745 | $6,576-88.7% | $9,256-92.0% | $7,339-89.8% |