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 | $153,111 | $166,242-7.9% | $165,071-7.2% | $145,884+5.0% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 10.97% | 100.44%-89.5pp | 70.17%-59.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $244 | $6,964-96.5% | $6,035-95.9% | $6,690-96.3% |
| Admin fee / account holder | $106,404 | $16,658+538.7% | $12,695+738.2% | $13,392+694.5% |