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 | $111,899 | $107,421+4.2% | $182,262-38.6% | $94,015+19.0% |
| Participation rate | 42.9% | 77.8%-34.9pp | 84.2%-41.4pp | 70.8%-28.0pp |
| Annual return | 15.38% | 21.32%-5.9pp | 140.60%-125.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,097 | $6,558-83.3% | $8,276-86.7% | $4,249-74.2% |
| Admin fee / account holder | $7,976 | $8,692-8.2% | $16,712-52.3% | $8,951-10.9% |