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 | $164,570 | $118,496+38.9% | $98,461+67.1% | $139,466+18.0% |
| Participation rate | 31.8% | 77.5%-45.6pp | 75.2%-43.4pp | 80.3%-48.5pp |
| Annual return | 14.82% | 18.96%-4.1pp | 21.17%-6.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $406 | $5,393-92.5% | $4,738-91.4% | $6,712-93.9% |
| Admin fee / account holder | $9,792 | $14,056-30.3% | $8,961+9.3% | $11,409-14.2% |