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 | $83,261 | $101,302-17.8% | $149,600-44.3% | $82,637+0.8% |
| Participation rate | 17.3% | 72.5%-55.2pp | 77.2%-59.8pp | 68.1%-50.7pp |
| Annual return | 15.66% | 21.39%-5.7pp | 129.59%-113.9pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $703 | $5,589-87.4% | $7,203-90.2% | $4,126-83.0% |
| Admin fee / account holder | $9,306 | $8,449+10.1% | $13,963-33.4% | $7,339+26.8% |