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 | $56,405 | $48,364+16.6% | $71,796-21.4% | $62,881-10.3% |
| Participation rate | 25.9% | 60.6%-34.7pp | 69.1%-43.2pp | 69.3%-43.4pp |
| Annual return | 8.28% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $559 | $2,091-73.2% | $2,794-80.0% | $3,203-82.5% |
| Admin fee / account holder | $5,879 | $3,771+55.9% | $4,815+22.1% | $4,296+36.9% |