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 | $121,494 | $80,705+50.5% | $115,768+4.9% | $67,986+78.7% |
| Participation rate | 33.9% | 63.0%-29.1pp | 74.4%-40.5pp | 57.2%-23.3pp |
| Annual return | 14.90% | 18.49%-3.6pp | 100.46%-85.6pp | 31.67%-16.8pp |
| Employer contribution / active EE | $581 | $2,046-71.6% | $2,940-80.2% | $2,019-71.2% |
| Participant deferral / active EE | $1,241 | $3,559-65.1% | $4,917-74.8% | $3,358-63.1% |
| Admin fee / account holder | $2,503 | $4,135-39.5% | $12,439-79.9% | $3,203-21.9% |