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 | $87,603 | $103,392-15.3% | $87,104+0.6% | $152,897-42.7% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.9%-60.2pp | 82.5%-65.8pp |
| Annual return | 17.69% | 28.10%-10.4pp | 28.19%-10.5pp | 345.43%-327.7pp |
| Employer contribution / active EE | $742 | $3,221-77.0% | $2,521-70.6% | $4,764-84.4% |
| Participant deferral / active EE | $1,185 | $4,778-75.2% | $4,048-70.7% | $5,851-79.8% |
| Admin fee / account holder | $143,815 | $12,194+1079.4% | $7,491+1819.8% | $11,599+1139.8% |