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 | $52,140 | $77,962-33.1% | $178,540-70.8% | $80,935-35.6% |
| Participation rate | 15.2% | 65.7%-50.4pp | 77.1%-61.9pp | 67.7%-52.4pp |
| Annual return | 15.94% | 18.10%-2.2pp | 27.15%-11.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $528 | $4,404-88.0% | $6,281-91.6% | $4,299-87.7% |
| Admin fee / account holder | $32,839 | $7,156+358.9% | $10,424+215.0% | $6,924+374.3% |