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 | $118,937 | $178,174-33.2% | $156,181-23.8% | $137,256-13.3% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 13.05% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,582 | $4,972-68.2% | $4,294-63.2% | $4,156-61.9% |
| Participant deferral / active EE | $1,890 | $6,888-72.6% | $6,132-69.2% | $6,407-70.5% |
| Admin fee / account holder | $2,050 | $17,404-88.2% | $14,586-85.9% | $12,270-83.3% |