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 | $48,222 | $69,977-31.1% | $108,582-55.6% | $62,881-23.3% |
| Participation rate | 54.1% | 72.9%-18.8pp | 79.6%-25.5pp | 69.3%-15.3pp |
| Annual return | 6.10% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $648 | $3,165-79.5% | $4,311-85.0% | $3,203-79.8% |
| Admin fee / account holder | $3,418 | $5,076-32.7% | $7,645-55.3% | $4,296-20.4% |