Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,291 | $78,197-68.9% | $98,090-75.2% | $82,637-70.6% |
| Participation rate | 33.8% | 77.5%-43.6pp | 81.5%-47.7pp | 68.1%-34.2pp |
| Annual return | 23.24% | 40.25%-17.0pp | 37.05%-13.8pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,454 | $6,636-63.0% | $7,845-68.7% | $4,126-40.5% |
| Admin fee / account holder | $6,454 | $14,832-56.5% | $11,815-45.4% | $7,339-12.1% |