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 | $157,704 | $113,941+38.4% | $94,228+67.4% | $125,388+25.8% |
| Participation rate | 44.4% | 82.9%-38.4pp | 78.8%-34.3pp | 83.2%-38.7pp |
| Annual return | -1.65% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $972 | $4,727-79.4% | $3,587-72.9% | $4,866-80.0% |
| Participant deferral / active EE | $972 | $5,179-81.2% | $4,320-77.5% | $5,352-81.8% |
| Admin fee / account holder | $28,570 | $8,392+240.5% | $6,269+355.7% | $9,541+199.5% |