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 | $102,522 | $165,381-38.0% | $149,730-31.5% | $158,966-35.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.17% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,146 | $5,104-77.5% | $4,645-75.3% | $4,762-75.9% |
| Participant deferral / active EE | $1,507 | $7,182-79.0% | $6,843-78.0% | $5,983-74.8% |
| Admin fee / account holder | $882 | $10,809-91.8% | $9,310-90.5% | $11,250-92.2% |