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 | $201,184 | $128,603+56.4% | $197,124+2.1% | $67,986+195.9% |
| Participation rate | 57.3% | 81.7%-24.4pp | 86.7%-29.4pp | 57.2%+0.1pp |
| Annual return | 17.59% | 23.77%-6.2pp | 44.34%-26.8pp | 31.67%-14.1pp |
| Employer contribution / active EE | $2,182 | $4,379-50.2% | $6,227-65.0% | $2,019+8.1% |
| Participant deferral / active EE | $3,356 | $6,840-50.9% | $9,135-63.3% | $3,358-0.1% |
| Admin fee / account holder | $6,571 | $3,035+116.5% | $16,298-59.7% | $3,203+105.2% |