Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,135 | $95,406-71.6% | $185,849-85.4% | $85,847-68.4% |
| Participation rate | 52.0% | 68.8%-16.8pp | 81.7%-29.7pp | 69.3%-17.3pp |
| Annual return | 12.69% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $769 | $3,424-77.5% | $5,569-86.2% | $3,952-80.5% |
| Admin fee / account holder | $1,443 | $7,214-80.0% | $16,244-91.1% | $6,261-77.0% |