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 | $78,197-70.7% | $98,090-76.7% | $82,637-72.3% |
| Participation rate | 10.5% | 77.5%-66.9pp | 81.5%-71.0pp | 68.1%-57.5pp |
| Annual return | 23.39% | 40.25%-16.9pp | 37.05%-13.7pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $632 | $6,636-90.5% | $7,845-91.9% | $4,126-84.7% |
| Admin fee / account holder | $6,983 | $14,832-52.9% | $11,815-40.9% | $7,339-4.9% |