Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $192,016 | $80,983+137.1% | $96,544+98.9% | $75,177+155.4% |
| Participation rate | 40.0% | 71.8%-31.8pp | 76.0%-36.0pp | 67.2%-27.2pp |
| Annual return | 16.70% | 27.05%-10.4pp | 25.88%-9.2pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,693 | $3,929-56.9% | $4,851-65.1% | $4,126-59.0% |
| Admin fee / account holder | $7,796 | $6,717+16.1% | $8,254-5.5% | $5,651+38.0% |