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 | $100,828 | $77,816+29.6% | $123,552-18.4% | $64,173+57.1% |
| Participation rate | 34.0% | 74.7%-40.7pp | 82.3%-48.3pp | 69.6%-35.6pp |
| Annual return | -5.47% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $877 | $3,014-70.9% | $4,628-81.1% | $2,381-63.2% |
| Participant deferral / active EE | $1,663 | $5,240-68.3% | $6,426-74.1% | $3,470-52.1% |
| Admin fee / account holder | $1,607 | $5,519-70.9% | $9,285-82.7% | $4,887-67.1% |