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 | $21,918 | $139,948-84.3% | $121,663-82.0% | $154,746-85.8% |
| Participation rate | 26.7% | 78.0%-51.3pp | 74.5%-47.8pp | 80.7%-54.0pp |
| Annual return | 17.84% | 230.52%-212.7pp | 147.54%-129.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $265 | $5,629-95.3% | $4,887-94.6% | $6,730-96.1% |
| Admin fee / account holder | $509 | $17,321-97.1% | $14,289-96.4% | $14,365-96.5% |