Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $103,755 | $88,707+17.0% | $74,184+39.9% | $273,972-62.1% |
| Participation rate | 43.8% | 79.4%-35.7pp | 76.6%-32.9pp | 83.0%-39.3pp |
| Annual return | 11.44% | 11.94%-0.5pp | 17.74%-6.3pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $836 | $4,212-80.1% | $3,550-76.4% | $5,287-84.2% |
| Admin fee / account holder | $1,383 | $8,717-84.1% | $5,586-75.2% | $10,133-86.3% |