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 | $124,537 | $81,208+53.4% | $98,916+25.9% | $79,858+55.9% |
| Participation rate | 49.1% | 72.5%-23.4pp | 76.0%-26.9pp | 69.6%-20.5pp |
| Annual return | 17.95% | 60.99%-43.0pp | 196.45%-178.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,347 | $3,265-58.8% | $4,245-68.3% | $3,740-64.0% |
| Admin fee / account holder | $5,613 | $6,013-6.7% | $6,642-15.5% | $5,306+5.8% |