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 | $66,524 | $87,059-23.6% | $105,608-37.0% | $80,925-17.8% |
| Participation rate | 23.4% | 70.4%-47.1pp | 75.3%-51.9pp | 67.7%-44.3pp |
| Annual return | 10.69% | 17.05%-6.4pp | 116.50%-105.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $703 | $3,986-82.4% | $5,010-86.0% | $4,299-83.6% |
| Admin fee / account holder | $543 | $8,443-93.6% | $11,028-95.1% | $6,940-92.2% |