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 | $52,709 | $62,672-15.9% | $185,117-71.5% | $70,126-24.8% |
| Participation rate | 12.9% | 63.8%-50.9pp | 77.3%-64.4pp | 69.5%-56.6pp |
| Annual return | 17.55% | 40.79%-23.2pp | 40.50%-23.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $488 | $3,272-85.1% | $5,045-90.3% | $3,332-85.4% |
| Admin fee / account holder | $13,101 | $3,932+233.2% | $8,159+60.6% | $4,645+182.0% |