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 | $107,421+6.0% | $182,262-37.5% | $94,015+21.1% |
| Participation rate | 15.4% | 77.8%-62.4pp | 84.2%-68.8pp | 70.8%-55.4pp |
| Annual return | 17.23% | 21.32%-4.1pp | 140.60%-123.4pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,019 | $6,558-84.5% | $8,276-87.7% | $4,249-76.0% |
| Admin fee / account holder | $5,210 | $8,692-40.1% | $16,712-68.8% | $8,951-41.8% |