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 | $68,003 | $106,918-36.4% | $84,021-19.1% | $152,897-55.5% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.5%-53.9pp |
| Annual return | 12.04% | 105.01%-93.0pp | 71.32%-59.3pp | 345.43%-333.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $925 | $4,012-76.9% | $3,239-71.4% | $5,851-84.2% |
| Admin fee / account holder | $1,062 | $8,288-87.2% | $6,102-82.6% | $11,599-90.8% |