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 | $49,523 | $71,197-30.4% | $93,669-47.1% | $80,925-38.8% |
| Participation rate | 17.9% | 60.4%-42.4pp | 68.7%-50.8pp | 67.7%-49.7pp |
| Annual return | 11.12% | 11.27%-0.1pp | 133.59%-122.5pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $817 | $4,036-79.8% | $4,416-81.5% | $4,299-81.0% |
| Admin fee / account holder | $871 | $6,959-87.5% | $8,291-89.5% | $6,940-87.5% |