Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,463 | $81,777-43.2% | $148,496-68.7% | $69,733-33.4% |
| Participation rate | 7.1% | 70.9%-63.8pp | 76.0%-69.0pp | 62.5%-55.4pp |
| Annual return | 12.84% | 14.38%-1.5pp | 12.33%+0.5pp | 15.22%-2.4pp |
| Employer contribution / active EE | $0 | $2,488-100.0% | $3,497-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $943 | $3,367-72.0% | $4,808-80.4% | $3,054-69.1% |
| Admin fee / account holder | $5,934 | $2,991+98.4% | $19,547-69.6% | $3,102+91.3% |