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 | $23,083 | $117,895-80.4% | $102,460-77.5% | $145,897-84.2% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 20.55% | 31.92%-11.4pp | 29.47%-8.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $660 | $5,736-88.5% | $5,056-87.0% | $6,689-90.1% |
| Admin fee / account holder | $766 | $13,353-94.3% | $9,460-91.9% | $13,390-94.3% |