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 | $20,110 | $72,027-72.1% | $185,861-89.2% | $79,856-74.8% |
| Participation rate | 53.1% | 65.8%-12.7pp | 78.0%-25.0pp | 69.6%-16.6pp |
| Annual return | 16.45% | 23.13%-6.7pp | 35.96%-19.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,198 | $1,965-39.0% | $4,088-70.7% | $2,471-51.5% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,478 | $4,513-67.3% | $9,503-84.4% | $5,306-72.1% |