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 | $160,423 | $92,041+74.3% | $299,830-46.5% | $94,015+70.6% |
| Participation rate | 21.9% | 71.4%-49.6pp | 78.5%-56.6pp | 70.8%-48.9pp |
| Annual return | 16.08% | 15.24%+0.8pp | 10.58%+5.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $2,506-100.0% | $5,842-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $317 | $4,287-92.6% | $7,038-95.5% | $4,249-92.5% |
| Admin fee / account holder | $2,359 | $8,997-73.8% | $50,982-95.4% | $8,951-73.6% |