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 | $82,578 | $80,731+2.3% | $103,378-20.1% | $74,400+11.0% |
| Participation rate | 29.7% | 65.7%-36.0pp | 74.5%-44.8pp | 67.2%-37.5pp |
| Annual return | 13.36% | 27.56%-14.2pp | 24.91%-11.6pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $821 | $3,159-74.0% | $3,870-78.8% | $2,624-68.7% |
| Participant deferral / active EE | $1,637 | $3,862-57.6% | $5,058-67.6% | $4,348-62.4% |
| Admin fee / account holder | $1,846 | $2,369-22.1% | $8,401-78.0% | $1,944-5.0% |