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 | $42,853 | $116,167-63.1% | $64,489-33.5% | $137,256-68.8% |
| Participation rate | 18.2% | 68.2%-50.0pp | 67.7%-49.5pp | 80.0%-61.8pp |
| Annual return | 13.93% | 36.55%-22.6pp | 55.03%-41.1pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $347 | $4,215-91.8% | $2,778-87.5% | $6,407-94.6% |
| Admin fee / account holder | $375 | $6,188-93.9% | $4,260-91.2% | $12,270-96.9% |