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 | $93,348 | $86,922+7.4% | $102,438-8.9% | $80,874+15.4% |
| Participation rate | 27.7% | 72.4%-44.7pp | 76.5%-48.8pp | 67.6%-40.0pp |
| Annual return | 13.71% | 18.90%-5.2pp | 29.37%-15.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,067 | $4,119-74.1% | $5,054-78.9% | $4,297-75.2% |
| Admin fee / account holder | $24,656 | $8,050+206.3% | $9,448+161.0% | $6,935+255.5% |