Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,105 | $47,479-51.3% | $62,929-63.3% | $82,448-72.0% |
| Participation rate | 20.0% | 66.9%-46.9pp | 73.1%-53.1pp | 68.1%-48.1pp |
| Annual return | 13.06% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $366 | $1,885-80.6% | $2,505-85.4% | $2,551-85.7% |
| Participant deferral / active EE | $800 | $2,870-72.1% | $3,888-79.4% | $4,139-80.7% |
| Admin fee / account holder | $5,412 | $3,804+42.3% | $5,065+6.9% | $7,234-25.2% |