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 | $22,578 | $107,809-79.1% | $97,032-76.7% | $155,188-85.5% |
| Participation rate | 29.2% | 75.5%-46.3pp | 71.6%-42.4pp | 80.8%-51.6pp |
| Annual return | 9.87% | 38.06%-28.2pp | 35.38%-25.5pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $300 | $5,129-94.2% | $4,672-93.6% | $6,531-95.4% |
| Admin fee / account holder | $3,210 | $10,717-70.1% | $9,418-65.9% | $14,480-77.8% |