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 | $189,277 | $101,950+85.7% | $125,529+50.8% | $86,983+117.6% |
| Participation rate | 44.0% | 70.2%-26.2pp | 74.7%-30.7pp | 69.5%-25.5pp |
| Annual return | 13.14% | 18.29%-5.2pp | 202.56%-189.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,516 | $3,862-60.8% | $4,813-68.5% | $4,194-63.9% |
| Admin fee / account holder | $22,658 | $12,791+77.1% | $16,298+39.0% | $7,856+188.4% |