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 | $56,777 | $124,425-54.4% | $112,040-49.3% | $137,256-58.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.26% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,104 | $3,411-67.6% | $2,954-62.6% | $4,156-73.4% |
| Participant deferral / active EE | $1,726 | $5,718-69.8% | $5,098-66.1% | $6,407-73.1% |
| Admin fee / account holder | $10,736 | $15,207-29.4% | $12,098-11.3% | $12,270-12.5% |