Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $169,876 | $114,013+49.0% | $103,693+63.8% | $155,188+9.5% |
| Participation rate | 4.5% | 75.2%-70.7pp | 72.6%-68.1pp | 80.8%-76.3pp |
| Annual return | 13.45% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $344 | $3,131-89.0% | $2,920-88.2% | $4,248-91.9% |
| Participant deferral / active EE | $573 | $4,970-88.5% | $4,579-87.5% | $6,531-91.2% |
| Admin fee / account holder | $2,703 | $8,407-67.8% | $7,858-65.6% | $14,480-81.3% |