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 | $109,386 | $116,203-5.9% | $93,621+16.8% | $152,897-28.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 20.27% | 35.96%-15.7pp | 32.76%-12.5pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $356 | $4,605-92.3% | $4,070-91.3% | $5,851-93.9% |
| Admin fee / account holder | $49,857 | $10,751+363.8% | $7,890+531.9% | $11,599+329.8% |