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 | $44,940 | $63,346-29.1% | $92,240-51.3% | $70,126-35.9% |
| Participation rate | 22.0% | 68.7%-46.7pp | 76.5%-54.5pp | 69.5%-47.6pp |
| Annual return | 17.40% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $772 | $2,854-73.0% | $3,897-80.2% | $3,332-76.8% |
| Admin fee / account holder | $14,520 | $3,841+278.1% | $5,194+179.5% | $4,645+212.6% |