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 | $183,134 | $73,787+148.2% | $98,716+85.5% | $82,448+122.1% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.3%-58.2pp | 68.1%-57.0pp |
| Annual return | 15.96% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $191 | $3,081-93.8% | $4,048-95.3% | $4,139-95.4% |
| Admin fee / account holder | $1,674 | $6,500-74.3% | $8,703-80.8% | $7,234-76.9% |