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 | $128,277 | $112,729+13.8% | $98,716+29.9% | $137,256-6.5% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.3%-25.8pp | 80.0%-36.5pp |
| Annual return | 15.43% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,054 | $4,640-77.3% | $4,048-74.0% | $6,407-83.6% |
| Admin fee / account holder | $2,343 | $10,129-76.9% | $8,703-73.1% | $12,270-80.9% |