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 | $17,958 | $50,860-64.7% | $155,574-88.5% | $77,714-76.9% |
| Participation rate | 3.6% | 63.1%-59.6pp | 78.2%-74.7pp | 70.6%-67.0pp |
| Annual return | 34.83% | 34.86%0pp | 64.87%-30.0pp | 31.26%+3.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $128 | $2,825-95.5% | $5,629-97.7% | $4,649-97.2% |
| Admin fee / account holder | $327 | $436-25.1% | $15,914-97.9% | $433-24.6% |