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 | $22,559 | $129,737-82.6% | $119,126-81.1% | $154,746-85.4% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 11.96% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $532 | $5,842-90.9% | $5,318-90.0% | $6,730-92.1% |
| Admin fee / account holder | $8,244 | $11,961-31.1% | $10,693-22.9% | $14,365-42.6% |