Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,270 | $60,349+13.1% | $74,184-8.0% | $62,881+8.6% |
| Participation rate | 27.1% | 72.7%-45.6pp | 76.6%-49.5pp | 69.3%-42.2pp |
| Annual return | 12.06% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $35 | $2,856-98.8% | $3,550-99.0% | $3,203-98.9% |
| Admin fee / account holder | $8,049 | $4,261+88.9% | $5,586+44.1% | $4,296+87.4% |