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 | $182,454 | $209,336-12.8% | $197,124-7.4% | $137,256+32.9% |
| Participation rate | 12.5% | 87.3%-74.8pp | 86.7%-74.2pp | 80.0%-67.5pp |
| Annual return | 13.56% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,821 | $9,614-81.1% | $9,135-80.1% | $6,407-71.6% |
| Admin fee / account holder | $175,528 | $17,308+914.2% | $16,298+977.0% | $12,270+1330.5% |