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 | $160,394 | $97,289+64.9% | $92,805+72.8% | $155,188+3.4% |
| Participation rate | 31.8% | 84.2%-52.4pp | 83.5%-51.7pp | 80.8%-49.0pp |
| Annual return | 16.84% | 29.03%-12.2pp | 31.59%-14.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,123 | $3,632-69.1% | $3,424-67.2% | $4,248-73.6% |
| Participant deferral / active EE | $1,374 | $8,795-84.4% | $8,448-83.7% | $6,531-79.0% |
| Admin fee / account holder | $31,149 | $12,015+159.3% | $10,911+185.5% | $14,480+115.1% |