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 | $186,841 | $111,535+67.5% | $105,223+77.6% | $137,256+36.1% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.0%-34.1pp | 80.0%-39.1pp |
| Annual return | 13.25% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $635 | $5,500-88.5% | $5,072-87.5% | $6,407-90.1% |
| Admin fee / account holder | $25,574 | $9,721+163.1% | $8,859+188.7% | $12,270+108.4% |