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 | $54,759 | $107,363-49.0% | $92,909-41.1% | $152,897-64.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 22.73% | 145.63%-122.9pp | 109.44%-86.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $875 | $4,222-79.3% | $3,653-76.0% | $4,764-81.6% |
| Participant deferral / active EE | $1,217 | $4,848-74.9% | $4,238-71.3% | $5,851-79.2% |
| Admin fee / account holder | $2,721 | $7,082-61.6% | $5,795-53.0% | $11,599-76.5% |