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 | $17,235 | $81,358-78.8% | $155,556-88.9% | $80,959-78.7% |
| Participation rate | 27.8% | 66.3%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 11.26% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $858 | $3,455-75.2% | $5,631-84.8% | $4,300-80.0% |
| Admin fee / account holder | $10,893 | $7,994+36.3% | $15,885-31.4% | $6,925+57.3% |