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 | $60,236 | $106,588-43.5% | $94,215-36.1% | $155,188-61.2% |
| Participation rate | 0.0% | 74.3%-74.3pp | 70.0%-70.0pp | 80.8%-80.8pp |
| Annual return | 12.05% | 29.39%-17.3pp | 28.22%-16.2pp | 148.84%-136.8pp |
| Employer contribution / active EE | $624 | $3,080-79.7% | $2,675-76.7% | $4,248-85.3% |
| Participant deferral / active EE | $200 | $4,802-95.8% | $4,276-95.3% | $6,531-96.9% |
| Admin fee / account holder | $3,367 | $12,281-72.6% | $10,216-67.0% | $14,480-76.7% |