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 | $61,880 | $107,733-42.6% | $92,985-33.5% | $154,746-60.0% |
| Participation rate | 40.0% | 74.6%-34.6pp | 69.5%-29.5pp | 80.7%-40.7pp |
| Annual return | 15.26% | 30.39%-15.1pp | 27.99%-12.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $682 | $3,126-78.2% | $2,662-74.4% | $4,379-84.4% |
| Participant deferral / active EE | $682 | $5,053-86.5% | $4,377-84.4% | $6,730-89.9% |
| Admin fee / account holder | $12,705 | $11,369+11.7% | $9,463+34.3% | $14,365-11.6% |