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 | $69,797 | $85,766-18.6% | $136,298-48.8% | $70,126-0.5% |
| Participation rate | 32.4% | 74.2%-41.7pp | 81.9%-49.5pp | 69.5%-37.1pp |
| Annual return | 15.89% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $670 | $2,966-77.4% | $4,696-85.7% | $2,343-71.4% |
| Participant deferral / active EE | $1,212 | $5,051-76.0% | $6,247-80.6% | $3,332-63.6% |
| Admin fee / account holder | $2,564 | $5,421-52.7% | $9,244-72.3% | $4,645-44.8% |