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 | $119,868 | $108,825+10.1% | $156,181-23.3% | $82,448+45.4% |
| Participation rate | 33.0% | 72.4%-39.4pp | 78.8%-45.8pp | 68.1%-35.1pp |
| Annual return | 16.88% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,281 | $2,870-55.4% | $4,294-70.2% | $2,551-49.8% |
| Participant deferral / active EE | $1,930 | $4,577-57.8% | $6,132-68.5% | $4,139-53.4% |
| Admin fee / account holder | $37,051 | $9,341+296.7% | $14,586+154.0% | $7,234+412.1% |