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 | $166,204 | $86,938+91.2% | $102,423+62.3% | $80,925+105.4% |
| Participation rate | 39.4% | 72.4%-33.0pp | 76.5%-37.1pp | 67.7%-28.3pp |
| Annual return | 16.88% | 18.89%-2.0pp | 29.42%-12.5pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $944 | $4,120-77.1% | $5,054-81.3% | $4,299-78.1% |
| Admin fee / account holder | $3,183 | $8,053-60.5% | $9,455-66.3% | $6,940-54.1% |