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 | $68,863 | $99,032-30.5% | $80,022-13.9% | $135,382-49.1% |
| Participation rate | 61.5% | 78.4%-16.8pp | 75.8%-14.3pp | 82.6%-21.1pp |
| Annual return | -5.18% | 15.39%-20.6pp | 11.22%-16.4pp | 519.77%-524.9pp |
| Employer contribution / active EE | $702 | $3,043-76.9% | $2,468-71.5% | $4,779-85.3% |
| Participant deferral / active EE | $795 | $4,282-81.4% | $3,686-78.4% | $5,609-85.8% |
| Admin fee / account holder | $632 | $10,436-93.9% | $6,521-90.3% | $10,829-94.2% |