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 | $63,806 | $154,193-58.6% | $130,045-50.9% | $139,466-54.2% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.5%-42.1pp | 80.3%-44.0pp |
| Annual return | 12.01% | 32.51%-20.5pp | -137.30%+149.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,539 | $6,709-77.1% | $5,820-73.6% | $6,712-77.1% |
| Admin fee / account holder | $8,607 | $13,989-38.5% | $10,600-18.8% | $11,409-24.6% |