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 | $75,658 | $77,472-2.3% | $100,392-24.6% | $80,935-6.5% |
| Participation rate | 40.7% | 76.9%-36.3pp | 81.5%-40.8pp | 67.7%-27.0pp |
| Annual return | 12.46% | 37.26%-24.8pp | 49.45%-37.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $705 | $6,818-89.7% | $8,090-91.3% | $4,299-83.6% |
| Admin fee / account holder | $1,156 | $5,885-80.4% | $7,904-85.4% | $6,924-83.3% |