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 | $126,600 | $155,555-18.6% | $146,866-13.8% | $155,188-18.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.98% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $975 | $4,647-79.0% | $4,425-78.0% | $4,248-77.0% |
| Participant deferral / active EE | $2,498 | $8,044-68.9% | $7,759-67.8% | $6,531-61.8% |
| Admin fee / account holder | $7,697 | $14,755-47.8% | $13,620-43.5% | $14,480-46.8% |