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 | $20,742 | $53,128-61.0% | $86,582-76.0% | $70,126-70.4% |
| Participation rate | 9.5% | 65.3%-55.8pp | 73.5%-64.0pp | 69.5%-60.0pp |
| Annual return | 19.77% | 27.66%-7.9pp | 965.08%-945.3pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $201 | $2,695-92.5% | $3,609-94.4% | $3,332-94.0% |
| Admin fee / account holder | $656 | $3,584-81.7% | $4,904-86.6% | $4,645-85.9% |