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 | $24,929 | $77,638-67.9% | $156,551-84.1% | $62,881-60.4% |
| Participation rate | 5.2% | 71.2%-66.0pp | 84.0%-78.8pp | 69.3%-64.1pp |
| Annual return | 8.51% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $65 | $3,046-97.9% | $4,871-98.7% | $3,203-98.0% |
| Admin fee / account holder | $1,642 | $5,561-70.5% | $13,028-87.4% | $4,296-61.8% |