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 | $64,839 | $78,423-17.3% | $95,964-32.4% | $79,856-18.8% |
| Participation rate | 67.6% | 73.5%-5.8pp | 77.1%-9.4pp | 69.6%-2.0pp |
| Annual return | 15.61% | 19.37%-3.8pp | 91.64%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,395 | $3,440-59.5% | $4,167-66.5% | $3,741-62.7% |
| Admin fee / account holder | $5,783 | $5,622+2.9% | $6,797-14.9% | $5,306+9.0% |