Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,925 | $136,860-47.4% | $120,344-40.2% | $154,746-53.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 17.45% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,203 | $3,533-66.0% | $3,020-60.2% | $4,379-72.5% |
| Participant deferral / active EE | $1,847 | $5,793-68.1% | $5,135-64.0% | $6,730-72.6% |
| Admin fee / account holder | $29,767 | $15,393+93.4% | $12,742+133.6% | $14,365+107.2% |