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 | $87,214 | $86,288+1.1% | $111,306-21.6% | $85,851+1.6% |
| Participation rate | 26.7% | 73.3%-46.7pp | 77.3%-50.7pp | 69.3%-42.7pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.67%-39.5pp | 318.63%-303.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,027 | $3,641-71.8% | $4,488-77.1% | $3,952-74.0% |
| Admin fee / account holder | $5,748 | $8,189-29.8% | $7,966-27.8% | $6,261-8.2% |