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 | $46,837 | $77,962-39.9% | $178,540-73.8% | $80,935-42.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 77.1%-62.8pp | 67.7%-53.4pp |
| Annual return | 16.93% | 18.10%-1.2pp | 27.15%-10.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,354 | $4,404-69.3% | $6,281-78.4% | $4,299-68.5% |
| Admin fee / account holder | $9,330 | $7,156+30.4% | $10,424-10.5% | $6,924+34.7% |