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 | $59,160 | $85,766-31.0% | $136,298-56.6% | $70,126-15.6% |
| Participation rate | 40.4% | 74.2%-33.8pp | 81.9%-41.6pp | 69.5%-29.2pp |
| Annual return | 17.38% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $674 | $2,966-77.3% | $4,696-85.6% | $2,343-71.2% |
| Participant deferral / active EE | $1,196 | $5,051-76.3% | $6,247-80.9% | $3,332-64.1% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |