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 | $89,905 | $101,798-11.7% | $165,071-45.5% | $80,935+11.1% |
| Participation rate | 52.0% | 71.8%-19.8pp | 78.6%-26.6pp | 67.7%-15.7pp |
| Annual return | 10.94% | 16.73%-5.8pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $893 | $4,476-80.1% | $6,035-85.2% | $4,299-79.2% |
| Admin fee / account holder | $6,905 | $8,221-16.0% | $12,695-45.6% | $6,924-0.3% |