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 | $36,472 | $148,584-75.5% | $216,567-83.2% | $69,255-47.3% |
| Participation rate | 13.1% | 77.0%-64.0pp | 81.6%-68.6pp | 69.0%-56.0pp |
| Annual return | 14.68% | 8.62%+6.1pp | 12.94%+1.7pp | 26.73%-12.1pp |
| Employer contribution / active EE | $0 | $3,404-100.0% | $5,216-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $534 | $3,500-84.8% | $6,191-91.4% | $2,890-81.5% |
| Admin fee / account holder | $13,719 | $791+1635.4% | $21,981-37.6% | $733+1772.2% |