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 | $16,544 | $45,087-63.3% | $69,483-76.2% | $72,976-77.3% |
| Participation rate | 6.6% | 68.5%-61.9pp | 74.6%-68.0pp | 69.5%-62.9pp |
| Annual return | 21.95% | 22.67%-0.7pp | 28.99%-7.0pp | 81.02%-59.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $261 | $2,603-90.0% | $3,537-92.6% | $3,608-92.8% |
| Admin fee / account holder | $923 | $3,057-69.8% | $3,841-76.0% | $5,124-82.0% |