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 | $186,795 | $49,280+279.0% | $67,313+177.5% | $64,173+191.1% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.1%-20.6pp | 69.6%-21.1pp |
| Annual return | -5.18% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $637 | $2,484-74.3% | $3,568-82.1% | $3,470-81.6% |
| Admin fee / account holder | $7,301 | $3,863+89.0% | $4,507+62.0% | $4,887+49.4% |