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 | $226,580 | $101,798+122.6% | $165,071+37.3% | $80,935+180.0% |
| Participation rate | 15.8% | 71.8%-56.0pp | 78.6%-62.8pp | 67.7%-51.9pp |
| Annual return | 15.42% | 16.73%-1.3pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,660 | $4,476-62.9% | $6,035-72.5% | $4,299-61.4% |
| Admin fee / account holder | $44,786 | $8,221+444.8% | $12,695+252.8% | $6,924+546.8% |