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 | $183,134 | $83,898+118.3% | $133,346+37.3% | $94,015+94.8% |
| Participation rate | 11.1% | 63.4%-52.2pp | 72.8%-61.7pp | 70.8%-59.7pp |
| Annual return | 15.96% | 16.00%0pp | 36.85%-20.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $191 | $3,245-94.1% | $4,332-95.6% | $4,249-95.5% |
| Admin fee / account holder | $1,674 | $7,809-78.6% | $14,264-88.3% | $8,951-81.3% |