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 | $30,552 | $97,881-68.8% | $80,004-61.8% | $125,388-75.6% |
| Participation rate | 23.1% | 77.9%-54.8pp | 73.0%-49.9pp | 83.2%-60.1pp |
| Annual return | 1.71% | 9.36%-7.6pp | 7.63%-5.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12 | $3,744-99.7% | $3,204-99.6% | $5,352-99.8% |
| Admin fee / account holder | $8,093 | $6,278+28.9% | $5,033+60.8% | $9,541-15.2% |