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 | $79,908 | $96,731-17.4% | $123,973-35.5% | $86,983-8.1% |
| Participation rate | 56.0% | 70.0%-14.0pp | 76.7%-20.7pp | 69.5%-13.5pp |
| Annual return | 14.35% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,565 | $4,152-62.3% | $5,247-70.2% | $4,194-62.7% |
| Admin fee / account holder | $743 | $8,722-91.5% | $11,799-93.7% | $7,856-90.5% |