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 | $41,308 | $51,184-19.3% | $66,439-37.8% | $86,983-52.5% |
| Participation rate | 15.0% | 68.5%-53.5pp | 74.5%-59.5pp | 69.5%-54.5pp |
| Annual return | 13.39% | 17.07%-3.7pp | 757.66%-744.3pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $558 | $2,927-80.9% | $3,876-85.6% | $4,194-86.7% |
| Admin fee / account holder | $972 | $4,154-76.6% | $6,173-84.3% | $7,856-87.6% |