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 | $110,392 | $99,053+11.4% | $88,179+25.2% | $138,895-20.5% |
| Participation rate | 35.3% | 74.2%-39.0pp | 69.1%-33.8pp | 79.9%-44.6pp |
| Annual return | 15.51% | 78.17%-62.7pp | 64.97%-49.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $813 | $5,225-84.4% | $4,614-82.4% | $6,396-87.3% |
| Admin fee / account holder | $1,230 | $8,748-85.9% | $7,673-84.0% | $12,562-90.2% |