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 | $80,813 | $142,972-43.5% | $214,702-62.4% | $86,983-7.1% |
| Participation rate | 57.1% | 84.9%-27.7pp | 87.5%-30.3pp | 69.5%-12.4pp |
| Annual return | 17.63% | 18.49%-0.9pp | 54.55%-36.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,094 | $4,635-54.8% | $6,461-67.6% | $2,584-19.0% |
| Participant deferral / active EE | $1,416 | $6,568-78.4% | $9,147-84.5% | $4,194-66.2% |
| Admin fee / account holder | $4,502 | $17,617-74.4% | $19,830-77.3% | $7,856-42.7% |