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 | $106,889 | $111,814-4.4% | $103,374+3.4% | $145,959-26.8% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 15.28% | 24.77%-9.5pp | 24.89%-9.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,011 | $4,214-76.0% | $3,869-73.9% | $4,661-78.3% |
| Participant deferral / active EE | $1,259 | $5,618-77.6% | $5,058-75.1% | $6,689-81.2% |
| Admin fee / account holder | $12,844 | $9,754+31.7% | $8,394+53.0% | $13,398-4.1% |