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 | $119,618 | $102,422+16.8% | $147,117-18.7% | $80,959+47.8% |
| Participation rate | 23.3% | 75.9%-52.5pp | 82.2%-58.9pp | 67.7%-44.3pp |
| Annual return | 19.21% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,082 | $3,717-70.9% | $4,932-78.1% | $2,757-60.8% |
| Participant deferral / active EE | $2,573 | $6,652-61.3% | $8,065-68.1% | $4,300-40.2% |
| Admin fee / account holder | $5,067 | $7,953-36.3% | $12,993-61.0% | $6,925-26.8% |