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 | $67,640 | $75,807-10.8% | $116,096-41.7% | $86,983-22.2% |
| Participation rate | 30.0% | 66.9%-36.9pp | 73.3%-43.3pp | 69.5%-39.5pp |
| Annual return | 15.81% | 18.57%-2.8pp | 326.25%-310.4pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $665 | $3,212-79.3% | $3,952-83.2% | $4,194-84.1% |
| Admin fee / account holder | $486 | $6,659-92.7% | $7,704-93.7% | $7,856-93.8% |