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 | $94,436+100.4% | $115,599+63.7% | $82,637+129.0% |
| Participation rate | 44.0% | 70.4%-26.4pp | 74.3%-30.3pp | 68.1%-24.1pp |
| Annual return | 13.14% | 18.37%-5.2pp | 111.10%-98.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,516 | $3,955-61.7% | $4,889-69.0% | $4,126-63.3% |
| Admin fee / account holder | $22,658 | $10,328+119.4% | $12,841+76.5% | $7,339+208.7% |