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 | $123,153 | $181,062-32.0% | $158,223-22.2% | $155,188-20.6% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 14.89% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,760 | $6,134-71.3% | $5,467-67.8% | $6,531-73.1% |
| Admin fee / account holder | $60,209 | $18,825+219.8% | $16,047+275.2% | $14,480+315.8% |