Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,508 | $73,009+22.6% | $90,760-1.4% | $68,486+30.7% |
| Participation rate | 24.7% | 70.8%-46.1pp | 75.7%-51.0pp | 67.9%-43.2pp |
| Annual return | 1.62% | -13.81%+15.4pp | -12.16%+13.8pp | -7.85%+9.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,158 | $3,626-68.1% | $4,565-74.6% | $4,028-71.3% |
| Admin fee / account holder | $27,693 | $5,896+369.7% | $8,444+227.9% | $5,404+412.5% |