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 | $73,791 | $106,749-30.9% | $145,433-49.3% | $82,448-10.5% |
| Participation rate | 27.6% | 75.6%-48.1pp | 82.1%-54.5pp | 68.1%-40.5pp |
| Annual return | 14.71% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $695 | $3,444-79.8% | $4,554-84.8% | $2,551-72.8% |
| Participant deferral / active EE | $949 | $6,519-85.4% | $7,897-88.0% | $4,139-77.1% |
| Admin fee / account holder | $1,278 | $8,390-84.8% | $13,129-90.3% | $7,234-82.3% |