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 | $42,092 | $65,712-35.9% | $57,196-26.4% | $273,972-84.6% |
| Participation rate | 23.1% | 78.3%-55.3pp | 75.3%-52.3pp | 83.0%-59.9pp |
| Annual return | 7.92% | 22.01%-14.1pp | 14.59%-6.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $363 | $3,782-90.4% | $3,096-88.3% | $5,287-93.1% |
| Admin fee / account holder | $7,006 | $4,838+44.8% | $3,141+123.1% | $10,133-30.9% |