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 | $25,579 | $117,859-78.3% | $102,438-75.0% | $145,959-82.5% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 11.05% | 31.72%-20.7pp | 29.37%-18.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $306 | $5,732-94.7% | $5,054-93.9% | $6,689-95.4% |
| Admin fee / account holder | $27,265 | $13,318+104.7% | $9,448+188.6% | $13,398+103.5% |