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 | $86,906 | $43,075+101.8% | $74,577+16.5% | $62,881+38.2% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.1%-68.1pp | 69.3%-69.3pp |
| Annual return | 8.72% | 17.50%-8.8pp | 20.47%-11.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $826 | $1,498-44.8% | $2,525-67.3% | $2,281-63.8% |
| Participant deferral / active EE | $316 | $2,389-86.8% | $3,458-90.9% | $3,203-90.1% |
| Admin fee / account holder | $588 | $2,840-79.3% | $4,138-85.8% | $4,296-86.3% |