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 | $67,484 | $162,967-58.6% | $135,792-50.3% | $138,895-51.4% |
| Participation rate | 36.4% | 78.3%-42.0pp | 72.6%-36.2pp | 79.9%-43.6pp |
| Annual return | 10.48% | 30.08%-19.6pp | 25.96%-15.5pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $615 | $5,640-89.1% | $4,759-87.1% | $6,396-90.4% |
| Admin fee / account holder | $3,599 | $15,306-76.5% | $12,266-70.7% | $12,562-71.3% |