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 | $29,032 | $39,162-25.9% | $100,671-71.2% | $59,633-51.3% |
| Participation rate | 20.8% | 55.9%-35.0pp | 70.7%-49.9pp | 68.7%-47.8pp |
| Annual return | -1.08% | 21.07%-22.2pp | 20.43%-21.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $464 | $1,992-76.7% | $3,144-85.2% | $3,192-85.5% |
| Admin fee / account holder | $521 | $2,969-82.4% | $4,850-89.2% | $4,297-87.9% |