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 | $69,319 | $184,014-62.3% | $161,149-57.0% | $138,895-50.1% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.8%-10.7pp | 79.9%-11.7pp |
| Annual return | 15.27% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,163 | $5,055-77.0% | $4,360-73.3% | $4,194-72.3% |
| Participant deferral / active EE | $1,956 | $6,909-71.7% | $6,153-68.2% | $6,396-69.4% |
| Admin fee / account holder | $6,952 | $18,027-61.4% | $15,194-54.2% | $12,562-44.7% |