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 | $21,745 | $50,820-57.2% | $155,567-86.0% | $77,671-72.0% |
| Participation rate | 13.3% | 63.1%-49.8pp | 78.2%-64.9pp | 70.6%-57.3pp |
| Annual return | 12.93% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $764 | $2,823-72.9% | $5,628-86.4% | $4,648-83.6% |
| Admin fee / account holder | $3,070 | $436+604.2% | $15,916-80.7% | $430+613.3% |