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 | $54,145 | $211,105-74.4% | $178,449-69.7% | $145,978-62.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.77% | 30.19%-18.4pp | 27.09%-15.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,667 | $4,569-41.6% | $3,951-32.5% | $4,662-42.8% |
| Participant deferral / active EE | $560 | $6,959-92.0% | $6,277-91.1% | $6,690-91.6% |
| Admin fee / account holder | $1,648 | $12,017-86.3% | $10,362-84.1% | $13,400-87.7% |