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 | $164,230 | $201,370-18.4% | $184,256-10.9% | $145,897+12.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 20.89% | 29.05%-8.2pp | 28.85%-8.0pp | 552.29%-531.4pp |
| Employer contribution / active EE | $1,698 | $7,024-75.8% | $6,427-73.6% | $4,663-63.6% |
| Participant deferral / active EE | $2,003 | $9,808-79.6% | $9,133-78.1% | $6,689-70.1% |
| Admin fee / account holder | $10,055 | $16,364-38.6% | $13,899-27.7% | $13,390-24.9% |