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 | $113,896 | $106,524+6.9% | $152,301-25.2% | $87,485+30.2% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.4%-67.1pp | 68.9%-53.5pp |
| Annual return | 17.23% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,019 | $6,525-84.4% | $8,004-87.3% | $4,274-76.2% |
| Admin fee / account holder | $5,210 | $8,287-37.1% | $14,398-63.8% | $7,775-33.0% |