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 | $96,748 | $183,627-47.3% | $155,602-37.8% | $145,978-33.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 12.21% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,728 | $5,316-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $1,804 | $6,466-72.1% | $5,629-68.0% | $6,690-73.0% |
| Admin fee / account holder | $6,101 | $19,327-68.4% | $15,923-61.7% | $13,400-54.5% |