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 | $110,037 | $86,940+26.6% | $102,434+7.4% | $80,935+36.0% |
| Participation rate | 49.3% | 72.4%-23.1pp | 76.5%-27.2pp | 67.7%-18.4pp |
| Annual return | 11.59% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $800 | $2,370-66.2% | $3,023-73.5% | $2,757-71.0% |
| Participant deferral / active EE | $1,808 | $4,121-56.1% | $5,055-64.2% | $4,299-57.9% |
| Admin fee / account holder | $9,173 | $8,047+14.0% | $9,462-3.1% | $6,924+32.5% |