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 | $98,598 | $64,359+53.2% | $90,161+9.4% | $70,124+40.6% |
| Participation rate | 32.1% | 70.4%-38.3pp | 76.9%-44.7pp | 69.5%-37.4pp |
| Annual return | 16.54% | 28.13%-11.6pp | 34.89%-18.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $634 | $2,046-69.0% | $3,318-80.9% | $2,342-72.9% |
| Participant deferral / active EE | $1,192 | $4,389-72.8% | $5,287-77.5% | $3,332-64.2% |
| Admin fee / account holder | $3,889 | $3,945-1.4% | $5,943-34.6% | $4,645-16.3% |