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 | $63,892 | $183,516-65.2% | $155,534-58.9% | $145,884-56.2% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 14.32% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,129 | $5,315-78.7% | $4,675-75.8% | $4,662-75.8% |
| Participant deferral / active EE | $1,794 | $6,467-72.3% | $5,630-68.1% | $6,690-73.2% |
| Admin fee / account holder | $8,984 | $19,293-53.4% | $15,900-43.5% | $13,392-32.9% |