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 | $98,350 | $101,778-3.4% | $164,975-40.4% | $80,925+21.5% |
| Participation rate | 29.9% | 71.8%-41.9pp | 78.6%-48.7pp | 67.7%-37.8pp |
| Annual return | 15.19% | 16.73%-1.5pp | 70.12%-54.9pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,132 | $4,477-74.7% | $6,033-81.2% | $4,299-73.7% |
| Admin fee / account holder | $18,262 | $8,221+122.1% | $12,688+43.9% | $6,940+163.1% |