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 | $158,672 | $74,535+112.9% | $100,712+57.5% | $82,637+92.0% |
| Participation rate | 18.5% | 61.2%-42.7pp | 69.3%-50.8pp | 68.1%-49.5pp |
| Annual return | 18.02% | 18.92%-0.9pp | 33.27%-15.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $427 | $1,503-71.6% | $2,313-81.5% | $2,552-83.3% |
| Participant deferral / active EE | $608 | $3,074-80.2% | $4,085-85.1% | $4,126-85.3% |
| Admin fee / account holder | $19,991 | $6,576+204.0% | $9,256+116.0% | $7,339+172.4% |