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 | $44,683 | $44,980-0.7% | $85,063-47.5% | $77,692-42.5% |
| Participation rate | 8.9% | 48.6%-39.7pp | 67.5%-58.6pp | 70.6%-61.7pp |
| Annual return | 12.52% | 79.13%-66.6pp | 66.54%-54.0pp | 31.25%-18.7pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $282 | $2,804-90.0% | $4,523-93.8% | $4,648-93.9% |
| Admin fee / account holder | $1,104 | $911+21.1% | $6,155-82.1% | $431+156.4% |