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 | $115,150 | $227,291-49.3% | $214,702-46.4% | $155,188-25.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 87.5%-32.9pp | 80.8%-26.3pp |
| Annual return | 13.90% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,490 | $9,582-84.5% | $9,147-83.7% | $6,531-77.2% |
| Admin fee / account holder | $3,056 | $20,413-85.0% | $19,830-84.6% | $14,480-78.9% |