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 | $91,138 | $65,367+39.4% | $92,915-1.9% | $72,976+24.9% |
| Participation rate | 22.5% | 68.3%-45.8pp | 76.0%-53.5pp | 69.5%-47.0pp |
| Annual return | 24.37% | 42.11%-17.7pp | 109.45%-85.1pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,111 | $3,128-64.5% | $4,238-73.8% | $3,608-69.2% |
| Admin fee / account holder | $17,337 | $4,251+307.8% | $5,796+199.1% | $5,124+238.3% |