Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,158 | $106,749-64.3% | $145,433-73.8% | $82,448-53.7% |
| Participation rate | 34.4% | 75.6%-41.3pp | 82.1%-47.7pp | 68.1%-33.7pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,792 | $6,519-72.5% | $7,897-77.3% | $4,139-56.7% |
| Admin fee / account holder | $2,009 | $8,390-76.1% | $13,129-84.7% | $7,234-72.2% |