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 | $43,185 | $171,272-74.8% | $127,803-66.2% | $152,897-71.8% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.0%-45.7pp | 82.5%-49.1pp |
| Annual return | 14.63% | 23.54%-8.9pp | 26.14%-11.5pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $917 | $7,043-87.0% | $6,023-84.8% | $5,851-84.3% |
| Admin fee / account holder | $32,749 | $14,540+125.2% | $9,399+248.4% | $11,599+182.3% |