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 | $215,888 | $102,422+110.8% | $147,117+46.7% | $80,959+166.7% |
| Participation rate | 30.2% | 75.9%-45.7pp | 82.2%-52.0pp | 67.7%-37.5pp |
| Annual return | 14.25% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,137 | $6,652-67.9% | $8,065-73.5% | $4,300-50.3% |
| Admin fee / account holder | $11,606 | $7,953+45.9% | $12,993-10.7% | $6,925+67.6% |