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 | $174,365 | $91,559+90.4% | $133,971+30.2% | $79,852+118.4% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | 10.40% | 61.85%-51.4pp | 45.09%-34.7pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,003 | $2,384-57.9% | $3,919-74.4% | $2,471-59.4% |
| Participant deferral / active EE | $1,468 | $3,734-60.7% | $5,047-70.9% | $3,740-60.7% |
| Admin fee / account holder | $1,593 | $6,321-74.8% | $8,929-82.2% | $5,306-70.0% |