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 | $124,267 | $99,380+25.0% | $90,312+37.6% | $155,188-19.9% |
| Participation rate | 35.7% | 77.3%-41.6pp | 72.9%-37.2pp | 80.8%-45.1pp |
| Annual return | 12.78% | 19.35%-6.6pp | 18.90%-6.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $70 | $2,390-97.1% | $2,243-96.9% | $4,248-98.3% |
| Participant deferral / active EE | $704 | $4,212-83.3% | $3,749-81.2% | $6,531-89.2% |
| Admin fee / account holder | $19,503 | $9,766+99.7% | $8,248+136.5% | $14,480+34.7% |