Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,431 | $80,748+10.8% | $102,383-12.7% | $74,429+20.2% |
| Participation rate | 15.1% | 65.7%-50.6pp | 74.5%-59.4pp | 67.2%-52.1pp |
| Annual return | 11.29% | 27.57%-16.3pp | 24.94%-13.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,071 | $3,159-66.1% | $3,870-72.3% | $2,625-59.2% |
| Participant deferral / active EE | $1,448 | $3,861-62.5% | $5,060-71.4% | $4,348-66.7% |
| Admin fee / account holder | $42,917 | $2,371+1710.3% | $8,391+411.4% | $1,944+2107.3% |