Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,396 | $51,202+105.8% | $70,548+49.4% | $75,181+40.2% |
| Participation rate | 19.6% | 61.0%-41.3pp | 68.3%-48.7pp | 67.2%-47.6pp |
| Annual return | 15.98% | 30.05%-14.1pp | 32.78%-16.8pp | 160.69%-144.7pp |
| Employer contribution / active EE | $430 | $1,827-76.5% | $2,975-85.5% | $2,671-83.9% |
| Participant deferral / active EE | $850 | $2,850-70.2% | $4,567-81.4% | $4,126-79.4% |
| Admin fee / account holder | $1,081 | $4,094-73.6% | $6,424-83.2% | $5,650-80.9% |