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 | $201,259-18.4% | $184,200-10.8% | $145,959+12.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 20.89% | 28.98%-8.1pp | 28.80%-7.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,698 | $7,018-75.8% | $6,424-73.6% | $4,661-63.6% |
| Participant deferral / active EE | $2,003 | $9,806-79.6% | $9,132-78.1% | $6,689-70.0% |
| Admin fee / account holder | $10,055 | $16,372-38.6% | $13,907-27.7% | $13,398-24.9% |