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 | $85,342 | $80,674+5.8% | $119,126-28.4% | $64,340+32.6% |
| Participation rate | 36.2% | 55.2%-19.0pp | 75.8%-39.6pp | 55.2%-19.1pp |
| Annual return | 17.82% | 26.86%-9.0pp | 282.11%-264.3pp | 24.14%-6.3pp |
| Employer contribution / active EE | $2,526 | $2,564-1.5% | $4,034-37.4% | $1,862+35.7% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2,922 | $4,559-35.9% | $10,693-72.7% | $3,703-21.1% |