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 | $90,063 | $127,096-29.1% | $105,736-14.8% | $135,380-33.5% |
| Participation rate | 45.8% | 82.7%-36.9pp | 76.3%-30.5pp | 82.6%-36.8pp |
| Annual return | 6.69% | 4.49%+2.2pp | 6.27%+0.4pp | 519.81%-513.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $653 | $5,064-87.1% | $4,080-84.0% | $5,609-88.4% |
| Admin fee / account holder | $1,881 | $9,087-79.3% | $6,913-72.8% | $10,828-82.6% |