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 | $143,969-54.2% | $199,883-67.0% | $82,637-20.2% |
| Participation rate | 69.0% | 84.1%-15.2pp | 86.8%-17.8pp | 68.1%+0.9pp |
| Annual return | 13.38% | 25.67%-12.3pp | 43.81%-30.4pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,639 | $4,632-64.6% | $6,261-73.8% | $2,552-35.8% |
| Participant deferral / active EE | $3,073 | $6,937-55.7% | $9,138-66.4% | $4,126-25.5% |
| Admin fee / account holder | $412 | $14,597-97.2% | $17,268-97.6% | $7,339-94.4% |