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 | $55,351 | $91,559-39.5% | $133,978-58.7% | $79,856-30.7% |
| Participation rate | 41.2% | 73.3%-32.2pp | 79.8%-38.7pp | 69.6%-28.5pp |
| Annual return | 11.33% | 61.85%-50.5pp | 45.10%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,403 | $3,734-62.4% | $5,047-72.2% | $3,741-62.5% |
| Admin fee / account holder | $5,380 | $6,321-14.9% | $8,930-39.8% | $5,306+1.4% |