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 | $88,451 | $85,766+3.1% | $136,298-35.1% | $70,126+26.1% |
| Participation rate | 28.9% | 74.2%-45.2pp | 81.9%-53.0pp | 69.5%-40.6pp |
| Annual return | 18.72% | 31.46%-12.7pp | 5156.27%-5137.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $555 | $2,966-81.3% | $4,696-88.2% | $2,343-76.3% |
| Participant deferral / active EE | $1,511 | $5,051-70.1% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $1,368 | $5,421-74.8% | $9,244-85.2% | $4,645-70.6% |