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 | $48,685 | $46,877+3.9% | $122,354-60.2% | $70,126-30.6% |
| Participation rate | 12.2% | 58.2%-46.0pp | 71.6%-59.4pp | 69.5%-57.3pp |
| Annual return | 16.88% | 24.22%-7.3pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $600 | $2,167-72.3% | $3,287-81.7% | $3,332-82.0% |
| Admin fee / account holder | $12,008 | $3,324+261.3% | $5,479+119.2% | $4,645+158.5% |