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 | $74,917 | $87,834-14.7% | $133,975-44.1% | $62,881+19.1% |
| Participation rate | 30.2% | 83.4%-53.1pp | 87.1%-56.8pp | 69.3%-39.1pp |
| Annual return | 7.03% | 12.05%-5.0pp | 29.29%-22.3pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,270 | $4,812-73.6% | $6,282-79.8% | $3,203-60.3% |
| Admin fee / account holder | $1,425 | $5,372-73.5% | $9,324-84.7% | $4,296-66.8% |