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 | $20,768 | $56,054-62.9% | $171,082-87.9% | $62,881-67.0% |
| Participation rate | 31.1% | 62.9%-31.7pp | 76.7%-45.5pp | 69.3%-38.2pp |
| Annual return | 7.17% | 22.52%-15.3pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,012 | $3,158-67.9% | $4,797-78.9% | $3,203-68.4% |
| Admin fee / account holder | $3,152 | $3,647-13.6% | $8,520-63.0% | $4,296-26.6% |