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 | $158,105 | $129,737+21.9% | $119,126+32.7% | $154,746+2.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 12.71% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $993 | $4,375-77.3% | $4,034-75.4% | $4,379-77.3% |
| Participant deferral / active EE | $1,183 | $5,842-79.8% | $5,318-77.8% | $6,730-82.4% |
| Admin fee / account holder | $24,521 | $11,961+105.0% | $10,693+129.3% | $14,365+70.7% |