Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,205 | $58,057-35.9% | $97,032-61.7% | $86,983-57.2% |
| Participation rate | 15.2% | 60.4%-45.1pp | 71.6%-56.3pp | 69.5%-54.3pp |
| Annual return | 15.45% | 22.26%-6.8pp | 35.38%-19.9pp | 25.83%-10.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $696 | $3,244-78.6% | $4,672-85.1% | $4,194-83.4% |
| Admin fee / account holder | $330 | $4,839-93.2% | $9,418-96.5% | $7,856-95.8% |