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 | $21,265 | $197,819-89.3% | $155,789-86.4% | $125,389-83.0% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | 0.06% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $705 | $5,631-87.5% | $4,798-85.3% | $5,352-86.8% |
| Admin fee / account holder | $6,864 | $9,544-28.1% | $7,477-8.2% | $9,541-28.1% |