Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $135,367 | $78,015+73.5% | $178,505-24.2% | $80,959+67.2% |
| Participation rate | 22.2% | 65.7%-43.4pp | 77.1%-54.9pp | 67.7%-45.4pp |
| Annual return | 13.44% | 18.10%-4.7pp | 27.16%-13.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $803 | $2,281-64.8% | $3,955-79.7% | $2,757-70.9% |
| Participant deferral / active EE | $1,039 | $4,406-76.4% | $6,280-83.5% | $4,300-75.8% |
| Admin fee / account holder | $1,323 | $7,160-81.5% | $10,428-87.3% | $6,925-80.9% |