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 | $245,740 | $71,230+245.0% | $93,727+162.2% | $80,959+203.5% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.8pp |
| Annual return | 14.43% | 11.26%+3.2pp | 133.83%-119.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $661 | $1,565-57.8% | $2,421-72.7% | $2,757-76.0% |
| Participant deferral / active EE | $1,185 | $4,037-70.7% | $4,417-73.2% | $4,300-72.4% |
| Admin fee / account holder | $6,036 | $6,961-13.3% | $8,292-27.2% | $6,925-12.8% |