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 | $152,777 | $197,603-22.7% | $177,827-14.1% | $158,950-3.9% |
| Participation rate | 46.2% | 88.5%-42.4pp | 87.7%-41.6pp | 82.0%-35.8pp |
| Annual return | 18.15% | 58.76%-40.6pp | 48.32%-30.2pp | 302.91%-284.8pp |
| Employer contribution / active EE | $2,129 | $6,698-68.2% | $5,918-64.0% | $4,762-55.3% |
| Participant deferral / active EE | $2,514 | $8,404-70.1% | $7,713-67.4% | $5,983-58.0% |
| Admin fee / account holder | $387 | $15,402-97.5% | $12,429-96.9% | $11,248-96.6% |