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 | $113,322 | $58,828+92.6% | $78,002+45.3% | $62,881+80.2% |
| Participation rate | 32.7% | 71.1%-38.4pp | 75.5%-42.9pp | 69.3%-36.7pp |
| Annual return | 4.90% | 17.16%-12.3pp | 425.99%-421.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $301 | $2,686-88.8% | $3,497-91.4% | $3,203-90.6% |
| Admin fee / account holder | $14,464 | $4,393+229.2% | $5,481+163.9% | $4,296+236.7% |