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 | $193,818 | $94,031+106.1% | $115,768+67.4% | $82,448+135.1% |
| Participation rate | 41.4% | 70.4%-29.0pp | 74.4%-33.0pp | 68.1%-26.7pp |
| Annual return | 18.53% | 20.61%-2.1pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $322 | $3,972-91.9% | $4,917-93.4% | $4,139-92.2% |
| Admin fee / account holder | $4,348 | $10,249-57.6% | $12,439-65.0% | $7,234-39.9% |