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 | $63,487 | $86,298-26.4% | $111,308-43.0% | $85,847-26.0% |
| Participation rate | 34.7% | 73.3%-38.6pp | 77.3%-42.6pp | 69.3%-34.6pp |
| Annual return | 11.03% | 19.99%-9.0pp | 54.67%-43.6pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,550 | $2,044+24.8% | $2,732-6.7% | $2,565-0.6% |
| Participant deferral / active EE | $352 | $3,641-90.3% | $4,487-92.1% | $3,952-91.1% |
| Admin fee / account holder | $751 | $8,189-90.8% | $7,965-90.6% | $6,261-88.0% |