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 | $88,097 | $117,895-25.3% | $102,460-14.0% | $145,897-39.6% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 8.64% | 31.92%-23.3pp | 29.47%-20.8pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $951 | $5,736-83.4% | $5,056-81.2% | $6,689-85.8% |
| Admin fee / account holder | $32,187 | $13,353+141.1% | $9,460+240.2% | $13,390+140.4% |