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 | $104,528 | $73,863+41.5% | $143,797-27.3% | $68,490+52.6% |
| Participation rate | 15.2% | 66.7%-51.4pp | 80.3%-65.1pp | 67.9%-52.7pp |
| Annual return | -1.93% | 0.91%-2.8pp | -0.04%-1.9pp | -7.85%+5.9pp |
| Employer contribution / active EE | $1,207 | $3,185-62.1% | $4,952-75.6% | $2,597-53.5% |
| Participant deferral / active EE | $801 | $3,385-76.3% | $5,638-85.8% | $4,028-80.1% |
| Admin fee / account holder | $5,931 | $5,756+3.0% | $14,679-59.6% | $5,403+9.8% |