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 | $94,498 | $72,486+30.4% | $87,103+8.5% | $72,976+29.5% |
| Participation rate | 39.5% | 72.8%-33.3pp | 76.9%-37.3pp | 69.5%-30.0pp |
| Annual return | 21.72% | 24.46%-2.7pp | 28.19%-6.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $943 | $3,270-71.2% | $4,049-76.7% | $3,608-73.9% |
| Admin fee / account holder | $2,798 | $5,055-44.7% | $7,491-62.7% | $5,124-45.4% |