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 | $65,962 | $142,972-53.9% | $214,702-69.3% | $86,983-24.2% |
| Participation rate | 69.0% | 84.9%-15.9pp | 87.5%-18.5pp | 69.5%-0.6pp |
| Annual return | 13.38% | 18.49%-5.1pp | 54.55%-41.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,639 | $4,635-64.6% | $6,461-74.6% | $2,584-36.6% |
| Participant deferral / active EE | $3,073 | $6,568-53.2% | $9,147-66.4% | $4,194-26.7% |
| Admin fee / account holder | $412 | $17,617-97.7% | $19,830-97.9% | $7,856-94.8% |