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 | $86,081 | $157,296-45.3% | $141,191-39.0% | $152,897-43.7% |
| Participation rate | 29.2% | 84.8%-55.7pp | 82.5%-53.3pp | 82.5%-53.3pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,327 | $5,262-74.8% | $4,736-72.0% | $4,764-72.1% |
| Participant deferral / active EE | $2,245 | $7,111-68.4% | $6,710-66.5% | $5,851-61.6% |
| Admin fee / account holder | $42,130 | $12,125+247.5% | $10,264+310.5% | $11,599+263.2% |