Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,215 | $93,055-71.8% | $153,741-82.9% | $80,959-67.6% |
| Participation rate | 9.3% | 69.0%-59.7pp | 77.1%-67.8pp | 67.7%-58.3pp |
| Annual return | 17.15% | 19.97%-2.8pp | 15.71%+1.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $948 | $5,172-81.7% | $6,757-86.0% | $4,300-77.9% |
| Admin fee / account holder | $698 | $8,881-92.1% | $12,749-94.5% | $6,925-89.9% |