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 | $131,985 | $127,096+3.8% | $105,736+24.8% | $135,380-2.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 76.3%-33.5pp | 82.6%-39.8pp |
| Annual return | 1.33% | 4.49%-3.2pp | 6.27%-4.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $536 | $5,064-89.4% | $4,080-86.9% | $5,609-90.4% |
| Admin fee / account holder | $613 | $9,087-93.3% | $6,913-91.1% | $10,828-94.3% |