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 | $16,996 | $53,128-68.0% | $86,581-80.4% | $70,124-75.8% |
| Participation rate | 27.8% | 65.3%-37.5pp | 73.5%-45.8pp | 69.5%-41.8pp |
| Annual return | 21.50% | 27.66%-6.2pp | 965.06%-943.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $522 | $2,695-80.6% | $3,609-85.5% | $3,332-84.3% |
| Admin fee / account holder | $10,757 | $3,584+200.2% | $4,904+119.4% | $4,645+131.6% |