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 | $67,562 | $145,431-53.5% | $211,142-68.0% | $87,485-22.8% |
| Participation rate | 69.7% | 84.7%-15.1pp | 87.3%-17.6pp | 68.9%+0.8pp |
| Annual return | 23.51% | 27.21%-3.7pp | 46.84%-23.3pp | 26.06%-2.6pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,114 | $6,859-69.2% | $9,284-77.2% | $4,274-50.5% |
| Admin fee / account holder | $1,693 | $17,052-90.1% | $19,076-91.1% | $7,775-78.2% |