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 | $65,983 | $174,018-62.1% | $136,833-51.8% | $198,609-66.8% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 1.93% | 35.16%-33.2pp | 35.32%-33.4pp | 202.70%-200.8pp |
| Employer contribution / active EE | $27,500 | $1,571+1650.4% | $1,319+1985.6% | $5,055+444.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $100,087 | $5,434+1741.7% | $4,706+2026.9% | $19,030+425.9% |