Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,405 | $73,019+14.2% | $90,766-8.1% | $68,490+21.8% |
| Participation rate | 51.1% | 70.8%-19.8pp | 75.7%-24.6pp | 67.9%-16.8pp |
| Annual return | -9.83% | -13.81%+4.0pp | -12.16%+2.3pp | -7.85%-2.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,136 | $3,626-68.7% | $4,565-75.1% | $4,028-71.8% |
| Admin fee / account holder | $7,176 | $5,897+21.7% | $8,446-15.0% | $5,403+32.8% |