Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,631 | $78,197-73.6% | $98,090-79.0% | $82,637-75.0% |
| Participation rate | 34.0% | 77.5%-43.4pp | 81.5%-47.5pp | 68.1%-34.0pp |
| Annual return | 19.61% | 40.25%-20.6pp | 37.05%-17.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,000 | $6,636-69.9% | $7,845-74.5% | $4,126-51.5% |
| Admin fee / account holder | $1,273 | $14,832-91.4% | $11,815-89.2% | $7,339-82.7% |