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 | $65,405 | $80,748-19.0% | $102,383-36.1% | $74,429-12.1% |
| Participation rate | 16.2% | 65.7%-49.5pp | 74.5%-58.3pp | 67.2%-51.0pp |
| Annual return | 12.61% | 27.57%-15.0pp | 24.94%-12.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $803 | $3,861-79.2% | $5,060-84.1% | $4,348-81.5% |
| Admin fee / account holder | $18,475 | $2,371+679.3% | $8,391+120.2% | $1,944+850.2% |