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 | $21,154 | $81,276-74.0% | $155,574-86.4% | $80,925-73.9% |
| Participation rate | 26.9% | 66.2%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 15.11% | 33.36%-18.2pp | 64.87%-49.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $341 | $3,453-90.1% | $5,629-93.9% | $4,299-92.1% |
| Admin fee / account holder | $1,144 | $7,993-85.7% | $15,914-92.8% | $6,940-83.5% |