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 | $86,133 | $138,385-37.8% | $184,200-53.2% | $80,874+6.5% |
| Participation rate | 40.6% | 83.9%-43.3pp | 86.8%-46.2pp | 67.6%-27.1pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.80%-17.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,334 | $7,073-67.0% | $9,132-74.4% | $4,297-45.7% |
| Admin fee / account holder | $7,926 | $10,483-24.4% | $13,907-43.0% | $6,935+14.3% |