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 | $122,566 | $56,060+118.6% | $76,002+61.3% | $80,874+51.6% |
| Participation rate | 8.1% | 62.0%-53.9pp | 69.1%-61.0pp | 67.6%-59.5pp |
| Annual return | 10.60% | 20.54%-9.9pp | 360.07%-349.5pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $683 | $3,051-77.6% | $4,257-83.9% | $4,297-84.1% |
| Admin fee / account holder | $2,077 | $5,237-60.3% | $6,414-67.6% | $6,935-70.1% |