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 | $80,353 | $102,609-21.7% | $98,090-18.1% | $138,895-42.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 15.18% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $345 | $3,867-91.1% | $3,606-90.4% | $4,194-91.8% |
| Participant deferral / active EE | $960 | $8,167-88.2% | $7,845-87.8% | $6,396-85.0% |
| Admin fee / account holder | $1,107 | $11,434-90.3% | $11,815-90.6% | $12,562-91.2% |