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 | $108,462 | $99,875+8.6% | $146,866-26.1% | $86,983+24.7% |
| Participation rate | 20.9% | 75.8%-54.9pp | 82.5%-61.6pp | 69.5%-48.6pp |
| Annual return | 17.94% | 28.10%-10.2pp | 102.85%-84.9pp | 25.83%-7.9pp |
| Employer contribution / active EE | $950 | $3,224-70.5% | $4,425-78.5% | $2,584-63.3% |
| Participant deferral / active EE | $1,883 | $6,322-70.2% | $7,759-75.7% | $4,194-55.1% |
| Admin fee / account holder | $413 | $7,838-94.7% | $13,620-97.0% | $7,856-94.7% |