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 | $70,902 | $91,559-22.6% | $133,959-47.1% | $79,858-11.2% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | 13.59% | 61.85%-48.3pp | 45.09%-31.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $846 | $2,384-64.5% | $3,919-78.4% | $2,471-65.8% |
| Participant deferral / active EE | $1,374 | $3,734-63.2% | $5,047-72.8% | $3,740-63.3% |
| Admin fee / account holder | $35,711 | $6,321+464.9% | $8,928+300.0% | $5,306+573.0% |