Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,019 | $95,415-48.6% | $185,851-73.6% | $85,851-42.9% |
| Participation rate | 14.8% | 68.8%-54.0pp | 81.7%-66.9pp | 69.3%-54.5pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $548 | $3,424-84.0% | $5,569-90.2% | $3,952-86.1% |
| Admin fee / account holder | $14,362 | $7,215+99.1% | $16,245-11.6% | $6,261+129.4% |