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 | $115,442 | $114,712+0.6% | $173,730-33.6% | $87,485+32.0% |
| Participation rate | 15.4% | 73.0%-57.6pp | 79.6%-64.2pp | 68.9%-53.5pp |
| Annual return | 12.22% | 20.18%-8.0pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,226 | $4,642-73.6% | $6,326-80.6% | $4,274-71.3% |
| Admin fee / account holder | $4,258 | $10,210-58.3% | $17,523-75.7% | $7,775-45.2% |