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 | $58,686 | $71,230-17.6% | $93,727-37.4% | $80,959-27.5% |
| Participation rate | 8.1% | 60.4%-52.3pp | 68.7%-60.6pp | 67.7%-59.6pp |
| Annual return | 23.45% | 11.26%+12.2pp | 133.83%-110.4pp | 35.67%-12.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $260 | $4,037-93.6% | $4,417-94.1% | $4,300-94.0% |
| Admin fee / account holder | $1,102 | $6,961-84.2% | $8,292-86.7% | $6,925-84.1% |