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 | $114,002 | $156,616-27.2% | $133,346-14.5% | $198,609-42.6% |
| Participation rate | 33.3% | 77.7%-44.4pp | 72.8%-39.5pp | 82.4%-49.0pp |
| Annual return | 12.16% | 44.25%-32.1pp | 36.85%-24.7pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $487 | $4,920-90.1% | $4,332-88.8% | $6,977-93.0% |
| Admin fee / account holder | $1,476 | $17,468-91.6% | $14,264-89.7% | $19,030-92.2% |