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 | $45,713 | $77,670-41.1% | $125,529-63.6% | $65,306-30.0% |
| Participation rate | 25.7% | 63.2%-37.4pp | 74.7%-49.0pp | 57.7%-31.9pp |
| Annual return | 15.21% | 15.16%+0.1pp | 202.56%-187.3pp | 21.94%-6.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,058-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,089 | $3,095-64.8% | $4,813-77.4% | $2,959-63.2% |
| Admin fee / account holder | $5,806 | $3,598+61.4% | $16,298-64.4% | $3,480+66.9% |