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 | $57,173 | $93,589-38.9% | $135,942-57.9% | $75,181-24.0% |
| Participation rate | 16.7% | 75.2%-58.5pp | 81.9%-65.2pp | 67.2%-50.5pp |
| Annual return | 15.53% | 30.90%-15.4pp | 68.28%-52.7pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $795 | $6,405-87.6% | $7,759-89.7% | $4,126-80.7% |
| Admin fee / account holder | $432 | $6,977-93.8% | $10,764-96.0% | $5,650-92.4% |