Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,862 | $28,167-29.5% | $73,658-73.0% | $64,728-69.3% |
| Participation rate | 5.3% | 21.1%-15.8pp | 57.0%-51.8pp | 57.9%-52.6pp |
| Annual return | 17.71% | 139.75%-122.0pp | 29.72%-12.0pp | 49.38%-31.7pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $198 | $597-66.9% | $2,062-90.4% | $2,729-92.8% |
| Admin fee / account holder | $1,142 | $1,791-36.2% | $3,357-66.0% | $1,145-0.3% |