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 | $84,840 | $110,240-23.0% | $96,544-12.1% | $139,487-39.2% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.7pp | 80.3%-27.0pp |
| Annual return | 13.46% | 26.41%-13.0pp | 25.88%-12.4pp | 373.84%-360.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $58 | $5,549-99.0% | $4,851-98.8% | $6,713-99.1% |
| Admin fee / account holder | $23,411 | $11,602+101.8% | $8,254+183.6% | $11,407+105.2% |