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 | $146,113 | $166,242-12.1% | $165,071-11.5% | $145,884+0.2% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 9.51% | 100.44%-90.9pp | 70.17%-60.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $810 | $6,964-88.4% | $6,035-86.6% | $6,690-87.9% |
| Admin fee / account holder | $49,743 | $16,658+198.6% | $12,695+291.8% | $13,392+271.4% |