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 | $99,561 | $87,037+14.4% | $106,201-6.3% | $80,874+23.1% |
| Participation rate | 31.4% | 70.4%-39.0pp | 75.3%-43.9pp | 67.6%-36.2pp |
| Annual return | 10.53% | 17.05%-6.5pp | 116.26%-105.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $737 | $2,396-69.2% | $3,170-76.7% | $2,756-73.3% |
| Participant deferral / active EE | $1,644 | $3,986-58.7% | $5,012-67.2% | $4,297-61.7% |
| Admin fee / account holder | $4,911 | $8,434-41.8% | $11,039-55.5% | $6,935-29.2% |