Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,889 | $77,358-70.4% | $102,184-77.6% | $87,485-73.8% |
| Participation rate | 10.5% | 78.7%-68.2pp | 82.6%-72.1pp | 68.9%-58.4pp |
| Annual return | 23.39% | 41.11%-17.7pp | 31.58%-8.2pp | 26.06%-2.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $632 | $6,753-90.6% | $8,309-92.4% | $4,274-85.2% |
| Admin fee / account holder | $6,983 | $6,809+2.5% | $11,609-39.8% | $7,775-10.2% |