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 | $148,464 | $58,391+154.3% | $76,667+93.6% | $72,976+103.4% |
| Participation rate | 48.1% | 67.4%-19.2pp | 72.1%-24.0pp | 69.5%-21.3pp |
| Annual return | 17.62% | 2306.65%-2289.0pp | 1166.74%-1149.1pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $346 | $2,690-87.2% | $3,336-89.6% | $3,608-90.4% |
| Admin fee / account holder | $13,273 | $4,014+230.6% | $6,423+106.6% | $5,124+159.0% |