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 | $176,693 | $197,637-10.6% | $177,848-0.6% | $158,982+11.1% |
| Participation rate | 26.3% | 88.5%-62.2pp | 87.7%-61.4pp | 82.0%-55.7pp |
| Annual return | 16.57% | 58.77%-42.2pp | 48.33%-31.8pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,586 | $8,405-81.1% | $7,714-79.4% | $5,983-73.5% |
| Admin fee / account holder | $6,099 | $15,406-60.4% | $12,431-50.9% | $11,252-45.8% |