Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $144,684 | $133,998+8.0% | $112,263+28.9% | $134,545+7.5% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -14.54% | 47.17%-61.7pp | 27.49%-42.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $825 | $4,040-79.6% | $3,636-77.3% | $4,742-82.6% |
| Participant deferral / active EE | $612 | $5,292-88.4% | $4,729-87.1% | $6,401-90.4% |
| Admin fee / account holder | $5,808 | $7,493-22.5% | $6,410-9.4% | $11,431-49.2% |