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 | $64,194 | $105,160-39.0% | $94,679-32.2% | $139,456-54.0% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 16.12% | 38.04%-21.9pp | 156.75%-140.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $662 | $4,107-83.9% | $3,673-82.0% | $4,753-86.1% |
| Participant deferral / active EE | $967 | $7,599-87.3% | $7,417-87.0% | $6,711-85.6% |
| Admin fee / account holder | $11,162 | $8,988+24.2% | $7,233+54.3% | $11,407-2.1% |