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 | $70,442 | $72,269-2.5% | $101,271-30.4% | $79,852-11.8% |
| Participation rate | 65.8% | 68.5%-2.7pp | 75.8%-10.0pp | 69.6%-3.8pp |
| Annual return | 13.89% | 22.29%-8.4pp | 46.48%-32.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,107 | $3,282-66.3% | $4,371-74.7% | $3,740-70.4% |
| Admin fee / account holder | $3,612 | $4,401-17.9% | $5,948-39.3% | $5,306-31.9% |