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 | $149,020 | $107,666+38.4% | $102,184+45.8% | $154,746-3.7% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.6%-42.6pp | 80.7%-40.7pp |
| Annual return | 14.43% | 29.33%-14.9pp | 31.58%-17.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $809 | $8,719-90.7% | $8,309-90.3% | $6,730-88.0% |
| Admin fee / account holder | $1,444 | $12,943-88.8% | $11,609-87.6% | $14,365-89.9% |