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 | $18,948 | $84,236-77.5% | $170,435-88.9% | $70,126-73.0% |
| Participation rate | 36.4% | 70.8%-34.5pp | 83.6%-47.2pp | 69.5%-33.2pp |
| Annual return | 12.15% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $291 | $3,086-90.6% | $4,939-94.1% | $3,332-91.3% |
| Admin fee / account holder | $1,245 | $5,698-78.2% | $13,881-91.0% | $4,645-73.2% |