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 | $160,072 | $136,860+17.0% | $120,344+33.0% | $154,746+3.4% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 10.69% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,599 | $3,533-54.7% | $3,020-47.0% | $4,379-63.5% |
| Participant deferral / active EE | $1,724 | $5,793-70.2% | $5,135-66.4% | $6,730-74.4% |
| Admin fee / account holder | $4,137 | $15,393-73.1% | $12,742-67.5% | $14,365-71.2% |