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 | $61,757 | $102,609-39.8% | $98,090-37.0% | $138,895-55.5% |
| Participation rate | 65.0% | 82.8%-17.8pp | 81.5%-16.5pp | 79.9%-14.9pp |
| Annual return | 13.79% | 36.44%-22.6pp | 37.05%-23.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $373 | $3,867-90.4% | $3,606-89.7% | $4,194-91.1% |
| Participant deferral / active EE | $2,007 | $8,167-75.4% | $7,845-74.4% | $6,396-68.6% |
| Admin fee / account holder | $4,421 | $11,434-61.3% | $11,815-62.6% | $12,562-64.8% |