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 | $60,407 | $87,037-30.6% | $106,201-43.1% | $80,874-25.3% |
| Participation rate | 38.9% | 70.4%-31.6pp | 75.3%-36.4pp | 67.6%-28.8pp |
| Annual return | 11.17% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,119 | $2,396-53.3% | $3,170-64.7% | $2,756-59.4% |
| Participant deferral / active EE | $1,270 | $3,986-68.1% | $5,012-74.7% | $4,297-70.4% |
| Admin fee / account holder | $755 | $8,434-91.0% | $11,039-93.2% | $6,935-89.1% |