Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,768 | $97,751-55.2% | $103,447-57.7% | $145,877-70.0% |
| Participation rate | 44.4% | 81.1%-36.6pp | 80.5%-36.1pp | 80.3%-35.9pp |
| Annual return | 13.47% | 25.43%-12.0pp | 23.92%-10.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22 | $6,603-99.7% | $6,624-99.7% | $6,691-99.7% |
| Admin fee / account holder | $508 | $12,515-95.9% | $9,415-94.6% | $13,402-96.2% |