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 | $94,340 | $129,737-27.3% | $119,126-20.8% | $154,746-39.0% |
| Participation rate | 23.5% | 78.9%-55.3pp | 75.8%-52.2pp | 80.7%-57.2pp |
| Annual return | 16.67% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $699 | $5,842-88.0% | $5,318-86.9% | $6,730-89.6% |
| Admin fee / account holder | $30,843 | $11,961+157.9% | $10,693+188.4% | $14,365+114.7% |