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 | $110,497 | $65,453+68.8% | $86,691+27.5% | $66,930+65.1% |
| Participation rate | 25.4% | 75.5%-50.0pp | 76.6%-51.1pp | 69.8%-44.4pp |
| Annual return | -17.26% | -10.89%-6.4pp | 35.94%-53.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,054 | $2,154-51.1% | $2,837-62.9% | $2,545-58.6% |
| Participant deferral / active EE | $1,797 | $4,102-56.2% | $4,656-61.4% | $4,238-57.6% |
| Admin fee / account holder | $736 | $642+14.7% | $7,492-90.2% | $593+24.0% |