Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $232,838 | $156,398+48.9% | $147,318+58.1% | $138,895+67.6% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 19.79% | 78.75%-59.0pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,173 | $4,853-75.8% | $4,593-74.5% | $4,194-72.0% |
| Participant deferral / active EE | $1,565 | $8,237-81.0% | $7,906-80.2% | $6,396-75.5% |
| Admin fee / account holder | $3,252 | $14,976-78.3% | $13,708-76.3% | $12,562-74.1% |