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 | $43,759 | $124,980-65.0% | $108,359-59.6% | $154,746-71.7% |
| Participation rate | 5.9% | 75.2%-69.3pp | 70.1%-64.2pp | 80.7%-74.8pp |
| Annual return | 11.44% | 45.00%-33.6pp | 36.89%-25.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $156 | $4,743-96.7% | $4,137-96.2% | $6,730-97.7% |
| Admin fee / account holder | $389 | $11,502-96.6% | $9,741-96.0% | $14,365-97.3% |