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 | $55,402 | $108,911-49.1% | $100,392-44.8% | $145,884-62.0% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 12.43% | 58.23%-45.8pp | 49.45%-37.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $599 | $4,420-86.4% | $3,941-84.8% | $4,662-87.2% |
| Participant deferral / active EE | $732 | $8,459-91.3% | $8,090-90.9% | $6,690-89.1% |
| Admin fee / account holder | $1,666 | $9,698-82.8% | $7,904-78.9% | $13,392-87.6% |