Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,570 | $108,825-37.0% | $156,181-56.1% | $82,448-16.8% |
| Participation rate | 30.0% | 72.4%-42.4pp | 78.8%-48.8pp | 68.1%-38.1pp |
| Annual return | 14.71% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $302 | $4,577-93.4% | $6,132-95.1% | $4,139-92.7% |
| Admin fee / account holder | $504 | $9,341-94.6% | $14,586-96.5% | $7,234-93.0% |