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 | $149,439 | $138,385+8.0% | $184,243-18.9% | $80,925+84.7% |
| Participation rate | 38.7% | 83.9%-45.2pp | 86.8%-48.2pp | 67.7%-29.0pp |
| Annual return | 15.08% | 20.02%-4.9pp | 28.82%-13.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,899 | $4,851-60.8% | $6,427-70.4% | $2,756-31.1% |
| Participant deferral / active EE | $3,113 | $7,075-56.0% | $9,132-65.9% | $4,299-27.6% |
| Admin fee / account holder | $13,731 | $10,489+30.9% | $13,914-1.3% | $6,940+97.9% |