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 | $88,224 | $103,393-14.7% | $87,103+1.3% | $152,909-42.3% |
| Participation rate | 38.5% | 79.4%-40.9pp | 76.9%-38.4pp | 82.5%-44.0pp |
| Annual return | 24.18% | 28.10%-3.9pp | 28.19%-4.0pp | 345.46%-321.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $476 | $4,778-90.0% | $4,049-88.2% | $5,851-91.9% |
| Admin fee / account holder | $2,023 | $12,195-83.4% | $7,491-73.0% | $11,601-82.6% |