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 | $73,895 | $89,370-17.3% | $141,197-47.7% | $72,976+1.3% |
| Participation rate | 39.3% | 75.1%-35.8pp | 82.5%-43.2pp | 69.5%-30.2pp |
| Annual return | 21.70% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,222 | $5,419-59.0% | $6,710-66.9% | $3,608-38.4% |
| Admin fee / account holder | $7,654 | $5,957+28.5% | $10,265-25.4% | $5,124+49.4% |