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 | $71,159 | $115,917-38.6% | $100,535-29.2% | $158,982-55.2% |
| Participation rate | 53.8% | 81.6%-27.8pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 15.49% | 34.80%-19.3pp | 30.90%-15.4pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,020 | $6,677-84.7% | $6,271-83.7% | $5,983-82.9% |
| Admin fee / account holder | $696 | $11,002-93.7% | $8,085-91.4% | $11,252-93.8% |