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 | $49,317 | $130,294-62.1% | $170,028-71.0% | $71,495-31.0% |
| Participation rate | 22.9% | 86.2%-63.3pp | 87.0%-64.1pp | 67.9%-45.0pp |
| Annual return | 22.73% | 20.36%+2.4pp | 53.39%-30.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,115 | $6,928-69.5% | $10,409-79.7% | $4,291-50.7% |
| Admin fee / account holder | $3,373 | $966+249.1% | $12,820-73.7% | $1,588+112.4% |