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 | $60,442-38.4% | $96,754-61.5% | $87,485-57.5% |
| Participation rate | 15.2% | 58.7%-43.5pp | 70.3%-55.1pp | 68.9%-53.7pp |
| Annual return | 15.45% | 21.97%-6.5pp | 82.04%-66.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $696 | $3,280-78.8% | $4,758-85.4% | $4,274-83.7% |
| Admin fee / account holder | $330 | $5,069-93.5% | $8,905-96.3% | $7,775-95.8% |