Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,085 | $71,215-36.7% | $93,696-51.9% | $80,935-44.3% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 11.11% | 11.27%-0.2pp | 133.74%-122.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,065 | $4,037-73.6% | $4,417-75.9% | $4,299-75.2% |
| Admin fee / account holder | $3,802 | $6,958-45.4% | $8,287-54.1% | $6,924-45.1% |